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. …

We’re thrilled to announce CCMI has been named a finalist for the 2024 Torch Awards for Ethics by the Better Business Bureau (BBB) Serving the…

Planning for retirement can feel like navigating a maze of financial decisions and investment options. One strategy that has garnered attention as there have been…

At the Firm Brian wrapped up his multiyear service on the San Diego Breakfast Rotary Foundation board, where he worked to oversee the investments and…

If you’re a young professional in San Diego, between your 20s and 40s, you’re in your prime wealth accumulation years with the greatest potential to…