Financial Planning Category
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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5 Money Tips For Young Professionals
29 Jun 2020 by: Matt Ryan

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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1 Apr 2020 by: Brian Matter

As we follow the government’s orders to stay home, many of us are finding ourselves inundated with information and updates on the impact of the…

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Health Savings Accounts (HSAs) – What do I need to know?
15 Nov 2019 by: Matt Ryan

Dating back to the early 2000s, Health Savings Accounts (HSAs) have become a popular strategy for paying for medical expenses. HSAs are tax-advantaged medical savings…

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Are You and Your Family Prepared?
16 Oct 2019 by: Kim Benson

We’ve recently seen news about intentional power outages in Northern California due to high winds creating a potential fire hazard. These Santa Ana winds often…

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Nine Pointers to Prepare for a Successful Retirement
29 May 2019 by: Kim Benson

  Your mid-fifties is the ideal time to start planning for life after work, sometimes called “retirement”. At CCMI, we prefer to call the years…

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Six Money Tips for the Young Professional

If you are just graduating or getting started in the workforce, here are six quick and easy tips on how to get started on the…

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What to Keep/What to Toss
19 Apr 2018 by: Kim Benson

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…

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CCMI’s Cyber Security Breakfast Takeaways
27 Mar 2018 by: Brian Matter

  On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security…

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