Year-End Charitable Giving Strategy

Year-End Charitable Giving Strategy

View in PDF Form CHARITABLE GIVING (DONOR-ADVISED FUNDS) There are a variety of ways to make charitable contributions during your lifetime. One of the fastest growing vehicles is a Donor-Advised Fund (DAF) because it offers a flexible, convenient and cost-effective...
Key Financial Data 2023

Key Financial Data 2023

What’s changed for retirement distributions/withdrawals and taxes for 2023? Click below to download a 2-page quick guide to help you make the right decisions with your savings and finances this year. View 2023 Quick Guide in PDF...
Investing For Retirement – 2023 Toolkit

Investing For Retirement – 2023 Toolkit

CMC’s Investing for Retirement Toolkit has become a popular tool for our clients. The 2023 version includes the latest charts/graphs, retirement provisions and budget worksheets to help you with your retirement plans.   Get the Investing for Retirement...
Bulls, Bears & CASH COWS

Bulls, Bears & CASH COWS

View in PDF form MILKING CASH COWS BEWARE: Approximately half of the 3,500-plus publicly traded stocks do not generate excess cash. For decades, the Capital Management Corporation (CMC) has focused on one prudent strategy for its clients: Wisely investing their...
CMC Insight: Improved Retirement Provisions

CMC Insight: Improved Retirement Provisions

View in PDF Form KEY IMPROVEMENTS FOR RETIREES & RETIREMENT SAVERS The long-anticipated retirement savings package SECURE Act 2.0 was signed into bill at the end of 2022. Here are some of the main provisions of the Act along with standard enhancements to...