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Money Matters
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Financial Tips for the Great Resignation

“The Great Resignation,” also known as “The Big Quit,” is a phenomenon that has many workers resigning from their jobs after months of being at…

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Out & About – October 2021
28 Oct 2021 by: CCMI

At the Firm The CCMI team was busy rebalancing portfolios and preparing quarterly investment reports this month. For rebalancing, the team has the processes fairly…

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San Diego Business Owners—Are You Prepared for the 5 Ds?
28 Oct 2021 by: Brian Matter
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According to the Exit Planning Institute, 79% of business owners have no written transition plan and 48% have not completed any exit planning. On top…

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Out & About – September 2021
29 Sep 2021 by: CCMI

At the Firm Matt Showley attended several virtual events this month. Matt attended one as a member of the Scripps Health Foundation Gift Planning Advisory…

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Should You Invest Your Down Payment Before Buying a Home?
28 Sep 2021 by: Matt Ryan
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Whether you’re a first-time homebuyer or thinking about upgrading your residence as you expand your family, buying a home is a significant financial decision that…

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The Risk of Delegating Your Estate Planning to the State
24 Sep 2021 by: Sheila Hoopes

At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…

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Out & About – August 2021
31 Aug 2021 by: CCMI

At the Firm CCMI welcomed Tina Vieregg to the team in August. She brings a wealth of experience to CCMI. We look forward to Tina…

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Value Acceleration in Your Business – The Triggering Event
27 Aug 2021 by: Brian Matter

The Goal = A Successful Business Exit The Strategy = Focusing on Creating Business Value in Addition to Income Where to Start? = You may…

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Planning to Fill Out the FAFSA? 5 Recent Changes to Know
26 Aug 2021 by: Sheila Hoopes

It’s never too early to start thinking about paying for college and filling out what many families rely on, the FAFSA.  What is the FAFSA?…

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Five Money Mistakes Couples Make and How to Overcome Them
24 Aug 2021 by: Matt Ryan
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  Communication in a relationship where finances are shared is paramount to ensuring you and your partner are on the same page. Money can be…

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