Before he left office, President Biden signed the Social Security Fairness Act, which repealed the Windfall Elimination Provision and the Government Pension Offset. The new…

At the Firm CCMI hosted a webinar with Michael Townsend where we got a Washington insider’s perspective on what changes are taking place with the…

Staying on top of your financial plan doesn’t end with your retirement date. There are specific milestones to be aware of, such as reaching the…

At the Firm The CCMI team has been busy to start the new year. Along with the typical rebalancing and quarterly report activities, we have…

With 2025 underway, we want to help you stay organized by sharing key dates to remember this year. We understand there is a lot to…

With market, economic, and political concerns like those experienced in 2024, it’s common for investors to let emotions guide their portfolio and financial planning decisions….

At the Firm Brian‘s Rotary Club adopted an orphanage in Tijuana to provide gifts over the Christmas holiday.  The CCMI team adopted five of the…

As an RTX (Raytheon Technologies and Collins Aerospace) executive, understanding the various compensation and benefits available is critical to making them work for you so…

At the Firm Brian attended the Schwab IMPACT 2024 conference in San Francisco. One of CCMI’s core values is “We hold ourselves accountable,” which means…

With Donald Trump’s presidential election victory, the country is watching to see what will begin the fifth year of the Trump administration. His campaign emphasized…