Most CCMI financial planning clients would answer this question by saying “anyone who wants to know when they are financially independent.”  Over the years, it…

Have you thought about including any personal financial goals on your New Year’s resolution list? If so, the first step is to establish realistic short…

Time for parents and students to get started on their college application process.  The Free Application for Federal Student Aid (FAFSA) for the 2018-2019 academic…

Open enrollment is a period of time, generally a few weeks a year, that provides you the opportunity to adjust your employee benefits.  Unless you…

As baby boomers approach retirement, they often question whether to live debt-free or continue their monthly mortgage payments. Here are a few things to consider….

It’s time to test your level of financial acumen. Below is a financial literacy quiz we have prepared for different stages of one’s financial life….

Now that Tax Day has come and gone, it’s a good idea to take a look at the ever-increasing stack of paper that inevitably invades…

The transition from college graduate to young professional can be difficult; especially financially. For some, this means you now have a paycheck from your first…

As April is National Financial Literacy month, let’s look at how much we have learned since the Great Recession.  A recent survey completed by Wallethub.com…

For the third consecutive year, CCMI has been named one of the “Top 10 Wealth Managers in San Diego California” by Advisory HQ News Media…