Key Takeaways: Begin Planning Early: One in five self-employed workers isn’t saving for retirement, with 34% only saving “from time to time.” We recommend beginning…

At the Firm Brian attended Bob Veres’ Insider’s Forum in New Orleans to learn the latest trends in the wealth management industry. One of CCMI’s…

As financial advisors in San Diego, with its numerous large corporations, biotech startups, and healthcare companies, we often see business owners and executives holding restricted…

At the Firm The CCMI team threw a surprise baby shower for team member Joe and his wife Kendra, with their son Zo joining in…

The Exit Planning Institute recently published its 2025 State of Owner Readiness Report,1 which assesses how exit planning varies across different generations. We’ve worked extensively…

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…

At the Firm Brian attended a PIMCO Municipal Bond Due Diligence meeting at its local office in San Diego to understand PIMCO’s current view on…

Throughout your career, you build up your retirement savings to enjoy a comfortable second act that allows you to pursue more passions, travel, and spend…

When working with RTX (Raytheon Technologies) employees, we often walk them through an annual review of their RTX Savings Plan, the company’s 401(k) plan, and…

At the Firm The CCMI team spent a day at the Scripps Seaside Forum for our annual business planning day. We talked through areas of…