Articles and resources related to Financial Planning.
In her book, Before All Is Said and Done, Pat Miles urges us to "just do something!" Here are suggestions for getting started and how CCM can support you in ensuring your goals, legacy, and final desires are accomplished.
When breaking news hits, focusing on what matters in the next five hours, five days, and five years can help you take the best steps forward.
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.
Consider the joy you'll experience in making a special purchase or charitable gift.
It's important to remember what matters and what you can control. Your CCM advisor is here to help.
Highlights from the Signed SECURE Act 2.0 and the impacts on financial planning strategies.
One of the first questions I ask people who are seeking financial advice is, “What are your first money memories?”
Knowledge can give people financial independence and comfort. The CCM Women's Initiative supports this.
There are many aspects around one's financial life that can change after marriage. Review our checklist.
As everyday prices continue to increase, you could benefit from different tax credits.
How investors can measure success in the midst of volatility.
Financial plans should be customized to meet each investor's unique financial goals.
Why a financial advisor is a key advocate in situations of divorce.
To feel financially secure, it's important to ask yourself questions about what is important to you and why.
If you desire to give more than you do now, consider employing behavioral strategies.
Now is an ideal time to examine your educational savings strategies, including a 529 plan.
An effective family meeting can become a family bonding experience that pays dividends for many years.
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.
Carl Richards' creative sketches remind us of what to focus on during volatile market activity.
CCM's integrated team is diligently working to apply the CARES Act benefits to our clients' financial plans.
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.
Carlson Capital Management's Tax Team analyzes tax law changes and helps clients optimize their tax situations, including impacts of Minnesota's Omnibus Tax Bill.
March 9, 2009, is an important day in our shared history. It was on this date when the financial markets hit rock bottom during the Global Financial Crisis (GFC).
Under the new Tax Cuts and Jobs Act of 2017, some key factors that will help determine the deductibility of interest paid on a mortgage loan.
Investors don’t have to look too far back in time to remember the poor performance of the tech bubble in the early 2000s or the financial crisis of 2008.
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.
Putting aside the “noise” that can distract investors, the evidence is conclusive—it is very, very difficult to choose individual securities or investment vehicles that beat a diversified portfolio’s return. Especially in times of volatility there can be an emotional desire to “do something” even when it is not supported by evidence and is certainly not in one’s best interest.