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Financial Planning Category
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California Prop 19 Planning
17 Dec 2020 by: Matt Showley

Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

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CCMI Named Among 12 Best Financial Advisors and Wealth Management Firms in San Diego for Sixth Time
10 Dec 2020 by: CCMI

AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This…

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Your Guide to Post-Election Financial Planning
25 Nov 2020 by: Matt Showley

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

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Do You Need a Financial Advisor?
19 Oct 2020 by: Matt Ryan

Managing your finances in a purposeful and strategic way is essential to help you reach the long-term goals you’ve outlined for your family, career, and…

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Do You Own RTX, CARR, OTIS or Any Other Company Stock In Your 401(k)?

Today, many Americans rely on 401(k)s as their retirement savings plan. Unlike a traditional pension plan, these plans leave much of the decision-making to employees…

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Payroll Tax Holiday – What Business Owners, Employees, and Retirees Need to Know
29 Sep 2020 by: Brian Matter

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…

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Why Choose a Fee-Only Financial Planner? It’s in Your Best Interest

Whether you’re growing your family, starting a business, or preparing for retirement, you might have considered seeking financial help from a professional. As you begin…

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The Benefits Of A 529 Savings Plan When Planning For College
3 Sep 2020 by: Matt Ryan

Sending your child off to college is an exciting chapter, but it can be an expensive one, too. Learn how you can reduce the financial…

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College in the Age of COVID-19: Five Questions You Should Ask Before Returning to School This Fall
20 Aug 2020 by: CCMI

From birthday car parades to elbow bumps instead of handshakes, the COVID-19 pandemic has forced us to reevaluate, adapt, and change how we interact in…

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What Does Matt’s New AEP Designation Mean For You?
17 Aug 2020 by: Matt Showley

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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