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Money Matters
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Out & About – March 2021
30 Mar 2021 by: brittany

At the Firm Brian attended the Schwab Advantage one-day conference virtually in March.  He was able to learn about Schwab’s latest updates and gain knowledge…

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The Successful Business Exit Mindset
29 Mar 2021 by: Brian Matter
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All business owners will eventually exit their business by selling to the highest bidder, closing down through a liquidation, passing to a successor, or, unfortunately,…

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Out & About – February 2021
24 Feb 2021 by: CCMI

At the Firm Brian is pleased to report that he passed the exam for the Certified Exit Planning Advisor (CEPA) designation. You can read about…

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Brian Matter Earns New Designation
22 Feb 2021 by: Brian Matter
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We are pleased to announce that Brian Matter has a new designation to add to his name. After a series of intensive courses, he is…

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The Top 3 Questions to Ask Before Choosing a Financial Advisor
18 Feb 2021 by: Matt Showley
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There are many reasons you may be ready to partner with a financial advisor. You may have even narrowed down a few firms based on…

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Sudden Job Loss—How to Prepare for a Layoff
9 Feb 2021 by: Kim Benson

Companies continue to struggle due to the pandemic, with many having to lay off employees. You may find yourself on the other side of a…

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Out & About – January 2021
29 Jan 2021 by: CCMI

At the Firm We held our annual business planning meeting on January 8. The meeting was adjusted this year to accommodate the pandemic. The team…

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New Year, New Budget: How to Build Financial Independence

Did one of your New Year’s resolutions include a significant financial goal, like buying a home or investing for the first time? The beginning of…

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Retiring in San Diego? Here Are the Top 4 Considerations
25 Jan 2021 by: Matt Showley
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When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

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Should You Invest or Pay Down Debt?
20 Jan 2021 by: Matt Ryan
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Whether you’ve received a raise at work, eliminated a monthly payment, or generated a new stream of income, a common financial planning question is how…

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