Supporting worthwhile organizations and causes through charitable giving is a goal many clients share in their personal financial plans. Perhaps you’re interested in gifting around…

Everyone is feeling the pinch of higher inflation, especially the rising costs of goods from groceries to gas. However, groups such as retirees face a…

San Diego cybersecurity expert Jim Stickley joined CCMI clients and guests on June 2 to share best practices to keep our online information safe. Jim…

CCMI principal and owner Matt Showley, CFP®, AEP®, was interested in the logistics of running a business and financial planning early on, which motivated him…

We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to do…

Recent data shows that inflation is now at its highest level in 39 years, with the 12-month inflation reading now at 6.8% as of November…

If you’ve started a new job, your company may have offered you an employer-sponsored 401(k), a low-stress savings vehicle that’s familiar to many professionals. What’s…

Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

When you decide to leave a company, there is generally a checklist of items you need to accomplish before you depart. If you’ve been awarded…

In our recent Market Updates webinar, we welcomed guest Jeffrey Kleintop, senior vice president and chief global investment strategist at Charles Schwab. We discussed where…