divider
Money Matters
divider
5 Ways Financial Planning is Spring Training for Young Professionals

Spring training is an exciting time for baseball fans, and it also serves as an excellent metaphor for financial planning, especially for high-income-earning young professionals….

Read More >
Out & About – February 2023
24 Feb 2023 by: CCMI

At the Firm  The CCMI team enjoyed a lunch offsite to celebrate team birthdays (Tina and Katie) for Q1.  We tried a restaurant called Steamy…

Read More >
How to Avoid Equity Compensation Tax Mistakes in Your Retirement Planning

More employers, such as start-ups and tech companies in San Diego, are offering equity options within their compensation plans to align employee and employer interests,…

Read More >
OUT & ABOUT – JANUARY 2023
30 Jan 2023 by: CCMI
,

At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

Read More >
5 Changes High-Income Earners Can Expect Within the New SECURE Act 2.0

Three years after the landmark “Setting Every Community Up for Retirement Enhancement” or SECURE Act passed in 2019, Congress has implemented new changes in what’s…

Read More >
Out & About – December 2022
22 Dec 2022 by: CCMI

At the Firm  The CCMI team enjoyed celebrating Kim’s birthday at our quarterly birthday lunch in December. Following the luncheon, the team went to Target…

Read More >
What is Tax-Loss Harvesting? And Why You May Want to Consider It Before Year-End

With the stock markets down, you may be concerned looking at the performance and value of your investments. Some of your securities, which you may…

Read More >
2022 Year-End Tax Planning Checklist

As 2022 quickly draws to a close, there are various planning issues to consider that may affect your tax payments and financial situation in 2023….

Read More >
OUT & ABOUT – NOVEMBER 2022
30 Nov 2022 by: CCMI

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),…

Read More >
Time to Exit Your Business? 10 Questions to Help Decide if You’re Ready to Sell

“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…

Read More >