If you’re a young professional starting a business or even a seasoned entrepreneur, you know how the excitement of diving into something new can sometimes…

High inflation over the last few years has caused many retirees and pre-retirees to be concerned about outliving their savings. With shifting market conditions, increasing…

At the Firm The CCMI Team was excited to be named the winner of the 2024 Torch Awards for Ethics by the Better Business Bureau…

As we quickly approach the end of the year, business owners may have additional opportunities to reduce their tax liability, save more, and position themselves…

With political elections more polarized in recent years, it’s understandable some investors might feel uneasy about how the 2024 presidential outcome will impact their portfolio….

We’re thrilled to announce CCMI was named a winner of the 2024 Torch Awards for Ethics by the Better Business Bureau (BBB) Serving the Pacific…

At The Firm The CCMI team enjoyed celebrating third quarter birthdays at a lunch in September. Team members always enjoy the chance to get outside…

At the Firm The CCMI team bid farewell to Allie, who left on maternity leave and subsequently moved back East as her husband received military…

Navigating healthcare costs in retirement can be challenging, particularly in San Diego, where the combination of high living expenses and evolving medical needs makes careful…

As a business owner, you’ve likely poured not only your time and energy into building your company but also your personal assets. Being deeply invested…