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Money Matters
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OUT & ABOUT — DECEMBER 2020
21 Dec 2020 by: CCMI

At the Firm For Giving Tuesday on December 1, each CCMI team member selected a charity to support.  You can read more about which charities…

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Have a Hopeful Holiday!
18 Dec 2020 by: Kim Benson

We always have something to be grateful for, even during what has been a noteworthy 2020, to say the least. While it was out of…

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California Prop 19 Planning
17 Dec 2020 by: Matt Showley
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Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

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Year-End Tax Tips for Business Owners
15 Dec 2020 by: Brian Matter
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As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…

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CCMI Named Among 12 Best Financial Advisors and Wealth Management Firms in San Diego for Sixth Time
10 Dec 2020 by: CCMI
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AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This…

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Giving Tuesday
1 Dec 2020 by: CCMI
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In previous years, CCMI has always enjoyed holding a “Gathering for Good” event where we put together hands-on projects to support various charities in the…

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Out & About — November 2020
30 Nov 2020 by: CCMI

At the Firm As a follow-up to the October cookie bakeoff, the CCMI team held a chili cookoff competition in November. It was close, but…

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Your Guide to Post-Election Financial Planning
25 Nov 2020 by: Matt Showley
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A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

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What To Do With Your Old 401(k)
23 Nov 2020 by: Matt Ryan
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Have you recently left a job or anticipate you’ll switch employers soon? Part of your exit checklist should include what you will do with your…

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1031 Exchange Overview on 10/31
31 Oct 2020 by: Kim Benson
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At this time of year, 10/31 means Halloween, but in the financial world, it reminds us of a common strategy in real estate called a…

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