As the problem of cyber fraud is becoming more prevalent, cybersecurity is a constant concern for all of us. Keeping personal financial information confidential is…

What’s important about money? One of the toughest aspects of embarking on the financial planning process is recognizing how your personal style, money mindset, and…

CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified…

If you’ve ever fantasized about quitting your job and starting a business, you’re certainly not alone. But it’s definitely not something to do on a whim….

What follows is a short list for business owners to reference to develop and maintain their financial fitness. Usually, interest in an enterprise is a…

Long-term disability payments don’t replace your salary; they provide a buffer—usually 60% of your salary. That means that most recipients have to adjust their lifestyles…

Making money! Almost every college student dreams of a high paying career right out of college. Financial Advisor Magazine released this article in their November 8th e-newsletter,…

By Natasha Josefowitz, La Jolla Village News Originally Published on September 23, 2016 “It is windy today!” “No it’s not Wednesday today; it’s Thursday!” “You’re…

For years, IRS and the U.S. Treasury have tried to curb the use of favorable valuation discounts on gifts of bequests.  After years of failure,…

The first few years of your child’s life is a time of rapid brain development and one of the best ways to help your child…