As a financial advisor with more than 30 years of experience, Katy Vermeer, CFP®, shares what's on her mind as she anticipates her own retirement.

CCM's take on the new fiduciary rules being discussed and why acting in a client's best interest has always been one of our core values.

Ashley Johnson discusses her career path as well as the passion she has for this industry and her clients.

There are many aspects around one's financial life that can change after marriage. Review our checklist.

How financial advisors and the CCM Women's Initiative can best serve women.

Why a financial advisor is a key advocate in situations of divorce.

In honor of Women's History Month, we introduce you to one of the newest members of CCM's team, Selene Serkland.

Senior Wealth Advisor Katy Vermeer, CFP®, shares her perspectives and discusses CCM's Women's Initiative.

Our counsel with clients who are suddenly single comes in many forms and often begins with cash flow management.

Three important wealth management steps to take upon noticing signs of dementia.

Family meetings are a wonderful opportunity to discuss a family’s wealth and its purpose.

Regardless of the decision of or catalyst for a single status, there can be unique considerations and challenges for independent women.

A budget is one of the most basic and powerful financial tools available. It can serve as a road map, helping to create a pathway between where you are and where you want to be. Regardless of your age or stage of life, a budget can be a central component of meeting your financial goals.

By reflecting on your retirement journey and what gives you joy, your spending is aligned with what matters most to you.

52% of children report that they haven’t had detailed conversations with their parents about their intentions once they pass away, a step is important to ensure the outcomes align with one’s original vision.

Estate planning is one of the key components of wealth management. Here are five topics for annual review.

By working with our integrated wealth management team, retirees are able to see the reality of their financial security, which often opens up the conversation, and brings to light the opportunity, of being more impactful with that wealth today.

Learn about the big mistakes that can really hold us back from accomplishing our financial goals.