Key Takeaways   A Roth conversion can help you grow savings tax-free and provide tax-free qualified withdrawals in retirement but timing a conversion is critical. There…

In addition to high housing and healthcare costs, shared income needs, inflation protection, and short- and long-term medical care should be considered by couples retiring…

Tax season may be behind us but it’s not time to file away your documents yet. Before those papers start collecting dust, remember this time…

At the Firm The CCMI partners held their quarterly offsite meeting to review goals the team is working toward, plan the goals for the quarter,…

We’re excited to share that the San Diego Business Journal has named CCMI to its Top Wealth Management Firms List for 2025. Using firm submissions,…

If you’re an early or mid-career professional under 40, now is the time to begin or solidify your investment planning based on your short- and…

As you are planning for retirement and in those first years in retirement, several key factors must be considered, including where you’ll retire, how to…

President Trump recently introduced new tariffs on nearly all major trading partners. The administration reasoned that the tariffs will help offset trading imbalances and encourage…

At the Firm The CCMI team is pleased to announce that Alana Hall is now a CFP® certificant! Alana passed the test a while ago…

At the Firm CCMI finished its Healthy Living 8 Week Challenge that we started in January and Monica was the winner with the most effort…