As CCMI is going through our own office remodel, we thought it would be timely to share a few pointers to consider before undergoing your…

Since it has been a cold and rainy January here in San Diego, we thought it would be appropriate to explain what umbrella insurance is…

Did you make New Year’s resolutions for 2019?  Various surveys estimate that greater than 60% of resolutions are broken by February.  By the time you…

Humans are hard wired to avoid pain and discomfort. The ability to adapt and evolve to avoid these feelings has kept humans alive and progressing…

The new tax law created by 2017’s Tax Cuts and Job Acts introduced a 20% tax deduction for eligible pass-through business owners called the Qualified Business…

“We hired a private plane in the wee hours of the night to ship a medical device from California to Texas!  This extraordinary cost was…

  With the recent fires in California, we thought taking a few moments to review some tips on emergency preparedness would be helpful. With the…

Since the Equifax data breach in 2017, news headlines have highlighted how important it is to monitor your credit score. Now, the credit reporting agencies…

“Nothing is certain except for death and taxes” is a quote sometimes attributed to Benjamin Franklin, among others.  Fall is the perfect time to start…

Do you regularly make charitable donations?  Do you have an investment account with appreciated holdings that are outside of your retirement accounts?  If so, we…