At the Firm Brian’s daughter Emma has been interning at CCMI and helping create video content to go along with various blog posts. Be on…

Open Enrollment is a critical period for employees to make key decisions about their healthcare benefits for the upcoming year. Based in San Diego, the…

Are Biotech RSUs Better Than a Higher Salary?  As a new generation enters the workforce, in-demand fields such as biotech are competing for top talent….

Amid recent RTX workforce reductions, employees are facing the uncertainty of a potential layoff — a reality for many highly specialized professionals across similar industries….

A retirement plan includes the financial and mental preparation required to fulfill your post-career life. However, to achieve the retirement you imagine, you must consider…

The CCMI team completed our annual all hands business planning day in July.  The team gathered in a conference room at the Scripps Institute of…

Beginning on July 4, families can start contributing to a new savings vehicle for children known as a “Trump Account” under Section 530A. For some…

Brian Matter and Matt Showley attended the Financial Planning Association (FPA) NorCal conference in San Francisco for two days following Memorial Day. FPA NorCal is…

As a former RTX employee who now specializes in financial planning for RTX employees and executives, I’ve seen firsthand how complex the company’s compensation and…

At the Firm CCMI is pleased to welcome Graciela Hallmeyer to the team. Graciela joined CCMI after almost 19 years at InvestCloud in various management…