In our financial planning practice, clients who consistently and frequently review and update their finances do much better in reaching financial objectives and arguing less…

The Director of the Gary Anderson Center for Economic Research, economist Dr. Esmael Adibi was the entertaining and educational speaker for our Year in Review/…

As cybercriminals become increasingly savvy, individuals need to be equally vigilant to prevent becoming a victim of cyber crime. The piece below from Freedman Financial…

We want to share an article we’ve adapted from, “A Baker’s Dozen: 13 Smart Planning Moves” written by Charles Sherry, M.Sc. for Horsesmouth ®. Enjoy!…

Recently, bogus pleas from so-called individual “victims” on social media and crowdfunding sites like GoFundMe have increased, as well as predators looking to take advantage…

Living in San Diego County, we know that fire season is year round now, not just in November, and that our area is subject to…

We are sending along this column as we admire Warren Buffett for his investment skills and some of his common sense advice. Enjoy! BY DREW HENDRICKS…

This year is the fortieth year that Peg and Bob Eddy have provided financial advice to their clients. To celebrate this achievement, the CCMI team…

Wedding vows mean different things to different people, but the legal and financial outcomes are the same. Inheritance of property, ability to make medical decisions,…

We thought we would share a piece written by financial writer, Miriam Rozen on what do in case of a data breach. Karen Schaeffer’s clients were…