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…

With political elections more polarized in recent years, it’s understandable some investors might feel uneasy about how the 2024 presidential outcome will impact their portfolio….

We’re thrilled to announce CCMI was named a winner of the 2024 Torch Awards for Ethics by the Better Business Bureau (BBB) Serving the Pacific…

At The Firm The CCMI team enjoyed celebrating third quarter birthdays at a lunch in September. Team members always enjoy the chance to get outside…

At the Firm The CCMI team bid farewell to Allie, who left on maternity leave and subsequently moved back East as her husband received military…

Navigating healthcare costs in retirement can be challenging, particularly in San Diego, where the combination of high living expenses and evolving medical needs makes careful…

As a business owner, you’ve likely poured not only your time and energy into building your company but also your personal assets. Being deeply invested…

As you approach retirement, you’ve likely considered whether you have enough savings, developed an efficient withdrawal strategy, and thought about travel and hobbies you’ll pursue…

Accessing capital and managing taxes are top priorities for any established or up-and-coming business owner, and Qualified Small Business Stock (QSBS) and its tax exemption…

At the Firm In late June, the team enjoyed a lunch offsite at Javier’s to celebrate Matt, Allie and Alana‘s birthdays for the second quarter. …