Financial Fitness Resolutions for 2019 and Beyond

January 4, 2019

Did you make New Year’s resolutions for 2019?  Various surveys estimate that greater than 60% of resolutions are broken by February.  By the time you read this there is a good chance you’re on your way to breaking some of…

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The Nature of Human Behavior: Behavioral Finance

December 19, 2018

Humans are hard wired to avoid pain and discomfort. The ability to adapt and evolve to avoid these feelings has kept humans alive and progressing throughout history. This is also why investing in the markets during such a volatile time…

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Business Owner Income Strategies for QBI

December 6, 2018

The new tax law created by 2017’s Tax Cuts and Job Acts introduced a 20% tax deduction for eligible pass-through business owners called the Qualified Business Income (QBI) deduction. However, there are limitations to the tax break; high-income business owners…

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Are You Prepared for the Next Fire Disaster?

November 20, 2018

With the recent fires in California, we thought taking a few moments to review some tips on emergency preparedness would be helpful. With the possibility of another California wildfire in the future, now is the time to either establish or…

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Free Credit Freezes For Everyone

October 15, 2018

Since the Equifax data breach in 2017, news headlines have highlighted how important it is to monitor your credit score. Now, the credit reporting agencies are making it easier to be proactive when fighting credit fraud. As of September…

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2018 Tax Planning – Start Now!

October 5, 2018

“Nothing is certain except for death and taxes” is a quote sometimes attributed to Benjamin Franklin, among others.  Fall is the perfect time to start thinking about your upcoming certainty – 2018 taxes.  While CCMI has always been a big…

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Using a Donor Advised Fund Under the New Tax Law

September 20, 2018

Do you regularly make charitable donations?  Do you have an investment account with appreciated holdings that are outside of your retirement accounts?  If so, we wanted to share something you should consider. One of the significant changes of the Tax…

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Empowered Patients – Keeping Health Care Costs Down

September 12, 2018

“Up, Up, and Away!” is an eight-issue Superman story arc where Superman has lost his super powers.  As a result, Clark Kent (alter ego of Superman) uses his skills as a journalist to defend Metropolis from bad guys.  Slowly, Superman…

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Business Finances and Personal Finances

August 16, 2018

Are you a business owner who makes their personal finances as important as your business finances?  No business owner is typical, but most spend considerable time, effort, and money ensuring that they have their fingers on the pulse of their…

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