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Money Matters
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Kim’s LEAD Impact Experience
12 Jul 2019 by: Kim Benson

Being part of the 2019 LEAD Impact class of San Diego was a unique experience that I will never forget!  After having lived in San…

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Are you ready to get married… financially?
20 Jun 2019 by: CCMI

Are you ready to get married… financially? The decision to get married brings up many questions.  Mostly, you are trying to figure out if this…

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CCMI’s Open House and Gathering for Good
6 Jun 2019 by: Matt Showley

In late May CCMI hosted an open house for our newly re-designed office. In addition to highlighting our renovated office, we wanted to assist local…

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Nine Pointers to Prepare for a Successful Retirement
29 May 2019 by: Kim Benson
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  Your mid-fifties is the ideal time to start planning for life after work, sometimes called “retirement”. At CCMI, we prefer to call the years…

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Preparing Your Child For College
10 May 2019 by: CCMI

High School graduation is coming up next month and the day your child leaves for their freshman year of college is looming ahead. For most…

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The New Tax Return
25 Apr 2019 by: Kim Benson

As the 2018 tax season is now behind most of us, the outcomes ranged from being pleasantly surprised with a lighter tax bill, to paying…

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What to Keep & What to Toss
18 Apr 2019 by: Kim Benson

  Now that Tax Day has come and gone, it’s a good idea to take a look at the ever-increasing stack of paper that inevitably…

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CCMI Named As One Of The Top Wealth Managers In San Diego
11 Apr 2019 by: Matt Showley

For the fifth consecutive year, CCMI has been named one of the “Top Wealth Managers in San Diego, California” by Advisory HQ News Media (AHQ)….

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Switching to Solar
21 Mar 2019 by: CCMI

As we exit a cold and rainy San Diego winter, we look forward to a warm and sunny spring. One way to take advantage of…

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Lessons Learned from the CCMI Remodel
11 Mar 2019 by: Matt Showley

As CCMI nears the end of our lengthy office remodel, we have been reflecting on what went well, what could have gone better, and what…

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