In the latest Conversations With the CCM Team video, titled Women and Money, Founder and CEO Greg Carlson, CFP®, interviews Senior Wealth Advisor Katy Vermeer, CFP®. In it, Katy shares her perspective on the evolution of the financial services industry and the ways in which she's observed a parallel evolution in women's roles in managing their financial lives. Katy and Greg also discuss how CCM is dedicated to ensuring women feel empowered in their financial lives. Conversations With the ... [Continue Reading]
Financial Planning for Women
Articles and resources related to Financial Planning for Women.
It is the Greek philosopher, Heraclitus, who said, “Change is the only constant in life.” Some life changes are more welcome than others, and change is often hard. Some of these changes are planned, while some can be very sudden. At CCM, I believe we do great work for clients in any number of transitions, including in the instance of a divorce or the death of a spouse. When clients find themselves suddenly single, for example, they are often mired in details and decisions that they have never ... [Continue Reading]
According to the World Health Organization, the number of adults living with dementia—a condition that negatively impacts a person’s memory and cognitive function—stands at 50 million. This number is expected to rapidly grow to 82 million by 2030. Alzheimer’s disease is the most common form of dementia, accounting for 60 to 70 percent of all cases. 1 With dementia on the rise, it's increasingly important to consider dementia-friendly wealth management strategies. Stages of ... [Continue Reading]
Women are increasingly recognized as primary financial decision makers and stewards of wealth. One of the ways to protect financial assets is through life insurance. As women continue to earn and manage more wealth, the dependency of others on women as providers for their families and businesses continues to grow. The economic influence and impact of women in the United States is increasing: 42% of businesses are women-owned. 1 Women are the primary breadwinners in 40% of ... [Continue Reading]
One of the most meaningful gifts a young person can receive as they strike out on their own after high school is wise counsel on financial matters. As a new school year begins, we wanted to share the following guidelines and important actions to help young adults in our clients' lives to build a strong foundation and get a sound start on their financial journey. Avoid Consumer Debt and Be Careful With Student Loans The fastest way to financial success is to avoid debt, because not having ... [Continue Reading]