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Money Matters
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Retirement Planning with Purpose and Fulfillment in Mind

Your wealth and ability to manage your finances play a significant role in your confidence as you transition through different stages of life, and in…

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OUT & ABOUT September 2023
28 Sep 2023 by: CCMI

At the Firm CCMI has been settling into our new office.  The boxes are gone and the major work is done, with only minor decorations…

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RTX (Raytheon Technologies) 401(K): 3 Scenarios Employees Should Consider

Comprehensive retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. These situations may feel concerning, especially…

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Retirement Planning While Caring for Aging Parents

As you approach retirement age, a moment may arise when your concerns shift from raising and supporting your children to the care of your aging…

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Retire in San Diego: Your 5-Year Plan

Pre-retirees who are about five years away from retirement are at a pivotal juncture in their financial lives. You’ve already shown foresight by developing a…

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How to Navigate RTX (Raytheon) Stock for Retirement Planning

A comprehensive retirement plan has become a critical component of financial well-being. Many Americans now rely on 401(k) plans as their primary retirement savings vehicle….

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OUT & ABOUT– August 2023
24 Aug 2023 by: CCMI

At the Firm As of August 21, we have a new location! CCMI officially moved to our new office at 6265 Greenwich Drive #201, San…

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Case Study: CCMI Designs Multipronged Roadmap for Young High Income Earners

Meet Adam and Elizabeth Adam and Elizabeth are a married couple in their early 40s who live in California with two young children under age…

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OUT & ABOUT– July 2023
27 Jul 2023 by: CCMI

At the Firm The CCMI Team spent a day in July at our Annual Business Planning Meeting.  This years meeting was held at the University…

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Tax Planning for Ultra High Net Worth Individuals and Families

Paying taxes is inescapable, and as our wealth and financial complexities grow, so does our tax liability. Developing and implementing wealth management and tax strategies…

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