The following is an interview with Peg and Bob Eddy. We asked them to share some of their perspectives regarding their retirement on May 1,…

Recently at a social event, one of our advisors was asked, “do only the ultra-wealthy need a financial planner?” The short answer is, “no.” We…

So you are headed off to college? This is an exciting time in anyone’s life, but it often comes with unforeseen challenges. Moving out of…

The US stock market has delivered an average annual return of about 10% per year since 1926. But short-term results vary widely and in any…

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…

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…

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…

  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…

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…

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…