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Money Matters
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How to Increase the Value of Your Business and Exit Your Company Successfully
22 Sep 2020 by: Matt Showley
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If you’re a business owner who is ready to exit your company, there are steps you can take to increase the value of your business…

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Why Choose a Fee-Only Financial Planner? It’s in Your Best Interest

Whether you’re growing your family, starting a business, or preparing for retirement, you might have considered seeking financial help from a professional. As you begin…

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The Benefits Of A 529 Savings Plan When Planning For College
3 Sep 2020 by: Matt Ryan
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Sending your child off to college is an exciting chapter, but it can be an expensive one, too. Learn how you can reduce the financial…

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National Grief Awareness Day
1 Sep 2020 by: Kim Benson
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Sunday August 30th was National Grief Awareness day.  Grief comes in all forms and happens when there is a separation or change from something familiar. …

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Out & About – August 2020
31 Aug 2020 by: CCMI

At the Firm… The CCMI Team Members completed their annual reviews and goals for the year. CCMI’s performance period runs from August 1 to July…

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College in the Age of COVID-19: Five Questions You Should Ask Before Returning to School This Fall
20 Aug 2020 by: CCMI
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From birthday car parades to elbow bumps instead of handshakes, the COVID-19 pandemic has forced us to reevaluate, adapt, and change how we interact in…

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What Does Matt’s New AEP Designation Mean For You?
17 Aug 2020 by: Matt Showley
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Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…

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Tech’s On Top: What History Tells Us About This Trend
6 Aug 2020 by: CCMI
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You don’t have to be the next Steve Jobs to understand the power technology has in the market. In today’s post, we’ll show you what…

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Out & About – July 2020
30 Jul 2020 by: CCMI
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At the Firm… The CCMI team continues to work on enhancements to our new website.  We look forward to sharing updates as new features are…

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3 Reasons We Hate To See Comic-Con 2020 Cancelled
28 Jul 2020 by: CCMI

The global COVID-19 pandemic has had an enormous impact on event planning, including the 2020 San Diego Comic Convention (San Diego Comic-Con). While there are…

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