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…
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…
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…
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…
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…
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…
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…
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…
On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security…
We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I start?…
