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. …

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…

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…

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

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…

Recently at a social event, one of our advisors was asked, “do only the ultra-wealthy need a financial planner?” The short answer is, “no.” We…

So you are headed off to college? This is an exciting time in anyone’s life, but it often comes with unforeseen challenges. Moving out of…

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…

Are you ready to get married… financially? The decision to get married brings up many questions.  Mostly, you are trying to figure out if this…

  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…