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…

So you’re heading off to college? College often becomes a crash course in learning to be a “grown up.” Using social media vernacular, you will be…

College is absolutely an investment of both time and money! How do you know if you are getting the best return on your investment on…

A family friend had recently retired and finally had his dream home – on a golf course.  This was the kind of course where he…

This is a major question facing Americans who are approaching age 62. Should you apply for benefits as early as possible and get as much…

A 70-year-old woman answers the phone and hears, “Grandma, this is your grandson Joe.  I’m in jail and need you to send some money so…

At CCMI when we initiate a financial planning project for clients, we won’t necessarily ask the above question quite so bluntly.  However, we do ask…

Congratulations, you’re engaged!  Before you start planning for the wedding, take some time to talk with your intended about the dreaded “M” word- “MONEY”.  Talking…