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…

As the problem of cyber fraud is becoming more prevalent, cybersecurity is a constant concern for all of us. Keeping personal financial information confidential is…

What’s important about money? One of the toughest aspects of embarking on the financial planning process is recognizing how your personal style, money mindset, and…

CCMI has helped clients make better financial decisions for more than forty years. When the CCMI founders retire on April 30, 2017, their successors, Certified…