Financial Planning Category
Five Money Mistakes Couples Make and How to Overcome Them
24 Aug 2021 by: Matt Ryan

  Communication in a relationship where finances are shared is paramount to ensuring you and your partner are on the same page. Money can be…

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Budgeting for Baby: Financial Planning Steps for Your Newest Addition
27 Apr 2021 by: Matt Ryan

Welcoming a new baby is an exciting chapter filled with memorable firsts and sleepless but fulfilling nights. Preparation is invaluable in making the time with…

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The Top 3 Questions to Ask Before Choosing a Financial Advisor
18 Feb 2021 by: Matt Showley

There are many reasons you may be ready to partner with a financial advisor. You may have even narrowed down a few firms based on…

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Sudden Job Loss—How to Prepare for a Layoff
9 Feb 2021 by: Kim Benson

Companies continue to struggle due to the pandemic, with many having to lay off employees. You may find yourself on the other side of a…

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California Prop 19 Planning
17 Dec 2020 by: Matt Showley

Californians voted in the November 2020 election to pass Proposition 19 which adds and strips exemptions to property tax rules, giving more breaks to seniors,…

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CCMI Named Among 12 Best Financial Advisors and Wealth Management Firms in San Diego for Sixth Time
10 Dec 2020 by: CCMI

AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This…

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Your Guide to Post-Election Financial Planning
25 Nov 2020 by: Matt Showley

A tumultuous and record-breaking U.S. election has come to an end, implying significant changes coming to the White House and Congress. From a financial perspective,…

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Do You Need a Financial Advisor?
19 Oct 2020 by: Matt Ryan

Managing your finances in a purposeful and strategic way is essential to help you reach the long-term goals you’ve outlined for your family, career, and…

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Do You Own RTX, CARR, OTIS or Any Other Company Stock In Your 401(k)?

Today, many Americans rely on 401(k)s as their retirement savings plan. Unlike a traditional pension plan, these plans leave much of the decision-making to employees…

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Payroll Tax Holiday – What Business Owners, Employees, and Retirees Need to Know
29 Sep 2020 by: Brian Matter

On August 8, President Trump signed a series of executive orders hoping to stimulate the U.S. economy as Congress remained at odds over an agreement…

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