Author Archive

National Grief Awareness Day

Sunday August 30th was National Grief Awareness day.  Grief comes in all forms and happens when there is a separation or change from something familiar. …

Spotlight: Kim Benson

This week we are continuing our spotlight series with Kim! What is a day in your CCMI life like? My day starts early so I…

Roth Strategies for 2020

Since the Tax Payer Relief Act of 1997, Roth accounts have been a widely sought out account type for working individuals of all ages. As…

Tips to Reduce Holiday Stress

  A late Thanksgiving seemed to accelerate us into the holiday season this year.  As we now find ourselves well into the holidays, it can…

Are You and Your Family Prepared?

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…

Kim’s LEAD Impact Experience

Being part of the 2019 LEAD Impact class of San Diego was a unique experience that I will never forget!  After having lived in San…

Nine Pointers to Prepare for a Successful Retirement

  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…

The New Tax Return

As the 2018 tax season is now behind most of us, the outcomes ranged from being pleasantly surprised with a lighter tax bill, to paying…

What to Keep & What to Toss

  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…

What to Keep/What to Toss

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…