CMC Investment Management, LLC

1032 North Easton Road, Suite A
Doylestown, Pennsylvania 18902

 215.345.4329 
cornelius.mccarthy@lpl.com

All Videos

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Timing Your Retirement

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

What You Need to Know About Social Security

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Risk Tolerance: What’s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.