by Matt Showley, CFP® “I’m deeply sorry to have to tell you that our hotel is overbooked and we no longer have a room available…
It’s time to test your level of financial acumen. Below is a financial literacy quiz we have prepared for different stages of one’s financial life….
“Reinvesting in my business has been the best investment I’ve ever made. And it’s a good thing, since that is where all my money has…
Now that Tax Day has come and gone, it’s a good idea to take a look at the ever-increasing stack of paper that inevitably invades…
The weekend of May 12 to May 14 was a scary time for internet users all over the world. Starting Friday afternoon and continuing…
The transition from college graduate to young professional can be difficult; especially financially. For some, this means you now have a paycheck from your first…
As April is National Financial Literacy month, let’s look at how much we have learned since the Great Recession. A recent survey completed by Wallethub.com…
by Bob Eddy, CFP ® For more than 42 years, Bob Eddy has assisted CCMI clients with a variety of their financial planning and investment…
by Peg Eddy, CFP ® Having been a CFP practitioner since 1983 and now on the cusp of my retirement, a look back on my…
For the third consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego California” by Advisory HQ News Media…
