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Money Matters
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Our Commitment in Action: Giving Tuesday and Year-Round

Our Commitment in Action: Giving Tuesday and Year-Round Strengthening our team and community is one of our firm’s core values. We demonstrate that by encouraging…

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Out & About – November 2021
24 Nov 2021 by: CCMI

At the Firm The CCMI team has been hard at work providing documents for our annual custody audit. For those accounts where we connect to…

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What to do When You Receive an Inheritance
23 Nov 2021 by: Kim Benson
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As we go through life, finances can become more complicated. We like to be good stewards of our hard-earned money as we strive to save…

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Accelerating Value—5 Stages of Value Maturity and Value Maturity Index

How Valuable is Your Business?  As a San Diego business owner, your business is often the most valuable asset in your net worth. Just as…

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Financial Tips for the Great Resignation

“The Great Resignation,” also known as “The Big Quit,” is a phenomenon that has many workers resigning from their jobs after months of being at…

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Out & About – October 2021
28 Oct 2021 by: CCMI

At the Firm The CCMI team was busy rebalancing portfolios and preparing quarterly investment reports this month. For rebalancing, the team has the processes fairly…

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San Diego Business Owners—Are You Prepared for the 5 Ds?
28 Oct 2021 by: Brian Matter
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According to the Exit Planning Institute, 79% of business owners have no written transition plan and 48% have not completed any exit planning. On top…

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Out & About – September 2021
29 Sep 2021 by: CCMI

At the Firm Matt Showley attended several virtual events this month. Matt attended one as a member of the Scripps Health Foundation Gift Planning Advisory…

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Should You Invest Your Down Payment Before Buying a Home?
28 Sep 2021 by: Matt Ryan
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Whether you’re a first-time homebuyer or thinking about upgrading your residence as you expand your family, buying a home is a significant financial decision that…

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The Risk of Delegating Your Estate Planning to the State
24 Sep 2021 by: Sheila Hoopes

At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…

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