At the Firm The CCMI team enjoyed a Padres-themed Halloween. Win or lose, we celebrated the Padres that day complete with a rally goose (Kim),…

“Do I keep growing the business or is it time to exit?” This question was recently posed by a San Diego business owner who was…

Supporting worthwhile organizations and causes through charitable giving is a goal many clients share in their personal financial plans. Perhaps you’re interested in gifting around…

At the Firm CCMI hosted a webinar with Michael Townsend, Schwab’s Managing Director of Legislative and Regulatory Affairs. He shared his insights on the upcoming…

Everyone is feeling the pinch of higher inflation, especially the rising costs of goods from groceries to gas. However, groups such as retirees face a…

The career of CCMI advisor Tina Vieregg CFP®, BFA™, has been a journey that has refined her skills, client relationships, and perspective on what gives…

In a blog post last year on Financial Tips for the Great Resignation, CCMI’s Tina Vieregg, CFP®, BFA™ wrote about many workers resigning from their…

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

CCMI Principal and Owner, Kim Benson, CFP®, CPA, CeFT®, has always had a passion for helping others and guiding them in their financial decisions, something…

It is not a secret that the stock market had a rough start to the year. Sometimes when we see our balances going down, we…