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Money Matters
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3 Ways Brian’s New Designation Better Serves Our Clients
2 Jul 2020 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 earned…

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Tales of Good News – June 2020
30 Jun 2020 by: CCMI

San Diego local and skateboard legend, Tony Hawk, and Georgia-based FedEx driver, Mikail Farrar, were able to spread some cheer to two youngsters last month….

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Out and About – June 2020
30 Jun 2020 by: CCMI

At the Firm… Most of the CCMI team is continuing to work remotely for now, but some team members have slowly started returning to the…

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5 Money Tips For Young Professionals
29 Jun 2020 by: CCMI
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Here are five tips for young professionals who are looking to successfully build their financial foundations. The younger you are when you start saving and…

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What Our New Website Means For You
18 Jun 2020 by: CCMI

We redesigned our look and rebuilt our website from the ground up—for you.  As we constantly look toward the future, we have created an online…

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6 Tax Changes in 2020 Every Business Owner Should Know About
11 Jun 2020 by: Matt Showley

As we near the halfway point in 2020 and look back at the past six months, a lot has changed. With the passage of the…

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COVID Mental Health Stimulus Package with Amy Florian
22 May 2020 by: Matt Showley

CCMI invited speaker and author Amy Florian to present in a virtual session to clients and friends of the firm. Amy’s message aimed to help…

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Can You Extend Your Healthy Human Lifespan?
20 May 2020 by: Matt Showley

Would you want to identify potential issues with your health before they happen?  If due to your genetic makeup you had a higher chance of…

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Estate Planning Must-Do’s during Coronavirus
14 May 2020 by: Matt Showley

Continuing our series of posts about planning in the age of COVID-19 and following last month’s blog on how Medicare applies to COVID-19 treatment, it’s time to…

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Spotlight: Kim Benson
8 May 2020 by: Kim Benson

This week we are continuing our spotlight series with Kim! What is a day in your CCMI life like? My day starts early so I…

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