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…

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…

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…

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…

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…

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…

At the Firm For Giving Tuesday on December 1, each CCMI team member selected a charity to support.  You can read more about which charities…

We always have something to be grateful for, even during what has been a noteworthy 2020, to say the least. While it was out of…

Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…