Money Matters


30 Jan 2023 by: CCMI  ,

At the Firm 

The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies include contributions to charities or donor-advised funds, making sure all required minimum distributions are satisfied and taking advantage of one last round of tax-loss harvesting. Tina attended a luncheon hosted by Dimensional Fund’s Global Head of Research discussing market and research insights for the coming year.

CCMI also held its annual compliance meeting in late December to keep up to date on the latest rules and regulations.

With the beginning of the year comes new regulations, including the SECURE Act 2.0 that was passed right before the end of 2022. The CCMI team has been busy reviewing the changes and determining immediate and long-term impacts for our clients.The CCMI team had a New Year’s dinner with our significant others to kick off 2023. It was a great way to get outside the office and spend time together with everyone.

Kim was invited to attend a San Diego Rotary Club 33 meeting in January. As she continues to look for opportunities to be more involved in the community, Kim likes how Rotary is a way to connect with other leaders and help improve our community.  

On the Home Front

The Matter family enjoyed a nice Christmas with family and traveled to Arizona between Christmas and New Year’s to visit Brian’s in-laws. Brian and Nikki’s children enjoyed spending time with cousins from Michigan and Los Angeles and activities included visiting a trampoline park, looking at holiday lights, and playing lots of video games.

The Showleys spent the holidays mostly at home with friends and family. They enjoyed a series of neighborhood Christmas parties with three other families, spending one hour at each family’s home playing games and having small plates while the kids played and shared their toys. They also had a quiet New Year’s at home and are excited for a great 2023.

Kim’s parents are visiting from Maine and are enjoying the warmer temperatures. As they have been to San Diego many times, they all enjoy the simple things like going to watch the high surf or eating lunch out.

The highlight this month for the Vieregg family was a ski trip to Mammoth over Christmas and an impromptu neighborhood New Year’s Eve/Ohio State football watch party. 

The Larson family had a fun and memorable holiday season. They attended multiple events, including the Coronado Christmas parade, an outdoor engagement party, and a party that included a gift exchange for 48people. Monica hosted Christmas Eve at her house and on Christmas night for the third year she called out the family Bingo game, which has become a favorite tradition. It was also a bittersweet time for the family as they said goodbye to Cole as he packed up and moved to Boulder, CO a few days before the new year. Monica and Mike are looking forward to visiting Colorado in 2023!

Abby brought in the New Year with friends and a nice dinner; she didn’t quite make it to midnight but brought in 2023 nice and simple. She and her kids also had their yearly visit to Wrightwood mid-January. It’s now tradition to celebrate her son’s birthday there. There was a lot of snow this year, so that was good fun; they went sledding and walked around in it, even though Abby’s dog doesn’t like the cold, rain, or snow. Getting her out of the cabin was a challenge at times.  Spending time with her kids and making special memories is what Abby enjoys most.

Just like they got to celebrate two Thanksgivings, Sheila, John, and Anastasia got to celebrate two Christmases! Leading up to Christmas, they hosted John’s brother and his family and then the whole crew drove to Palm Desert. Anastasia loved spending time with her cousins and grandparents. Then on Christmas Eve, the Hoopes family braved the flight chaos and flew to Boston to visit with Sheila’s parents and her extended family in Massachusetts. They enjoyed seeing family again and are looking forward to a happy and healthy 2023.

The Hurley girls are keeping Jessica and Mike busy with their schedule of extracurricular activities. Gigi attended her first ballet and tap class and is excited that she’s a “real live ballerina!” Olivia started tennis lessons and singing lessons through Junior Theater this month; she continues with her hip-hop/jazz classes. Gigi also had a class field trip to The New Children’s Museum downtown. Jessica was thankful to chaperone the pack of lively five-year-olds!

The Willifords had a wonderful Christmas with family. It was entertaining to watch Ansley engage with her new books and toys. While she received some cool and fun gifts, her favorite “toy” is still the Apple TV remote. Throughout the month, the family has been preparing for Katie’s brother’s wedding. In mid-January, they will be traveling to Sarasota and Siesta Key to celebrate the happy couple. Katie and Ben are both in the wedding and are excited to participate in the traditional Vietnamese Tea Ceremony and wedding ceremony.

CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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