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Money Matters
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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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Retirement Savings Plans for Businesses: CalSavers and the SECURE and CARES Acts

Did you know that 59 percent of working-age Americans have no retirement savings at all according to a 2018 report from the National Institute on…

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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: Matt Ryan
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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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