Financial Planning Category
The Top Three Expense Categories You Should Review to Save More Money
28 Mar 2022 by: CCMI

“Skip your daily coffee run.” “Pack a lunch.” We’ve all heard money-saving tips like these, and while small, daily practices can save you some money,…

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What is a Financial Plan, and Why Should You Build One?

We’ve all thought about what we want to achieve in life, but applying strategy and discipline to reach those goals can be challenging to do…

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Five Money Mistakes Couples Make and How to Overcome Them

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

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

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?

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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