Financial Planning
Articles and resources related to Financial Planning.
Financial Lessons and Key Discussions With Children and Grandchildren
October 27, 2017
When it comes to finances, there are many teachable moments throughout a child’s life that form the way they think about money in the future.
The Importance of Low Costs, Understanding Data, and the Value of Trusted Advice
March 9, 2017
Our take on The Wall Street Journal's article "DFA Funds Are Booming, but That Adviser Fee Matters," and the value CCM advisors bring to clients.