Integrated Wealth
Articles and resources related to Integrated Wealth.
Is your financial advisor speaking with your CPA?
November 20, 2024
Integrating the roles of your tax advisor and financial advisor can significantly enhance the effectiveness of your financial planning.
The Impact of a Tax Bracket Management Strategy
February 1, 2024
Tax bracket management can help optimize income and deductions over a period of years to minimize a client's lifetime tax experience.
Security Is a Feeling, Not a Number
March 24, 2022
To feel financially secure, it's important to ask yourself questions about what is important to you and why.
Volatility: Our Constant Companion
March 24, 2022
With the right strategy, volatility doesn't have to compromise your goals.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
February 22, 2022
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
Tax Projections: A Wise Year-end Opportunity
November 2, 2021
It is a great time to evaluate your tax situation—both for this year and next.
Portfolio Management—Beyond the Returns
October 25, 2021
How CCM’s integrated team works in partnership to execute clients’ year-end tax plans to optimize outcomes.
Highlights of the Most Recent COVID-19 Relief Bill
January 15, 2021
More information about how the Consolidated Appropriations Act of 2021 may impact you.
A Family Meeting: One of the Best Things You Can Do for Your Family in the New Year
January 15, 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
Dementia-friendly Wealth Management
August 24, 2020
Three important wealth management steps to take upon noticing signs of dementia.