When you hear about long-term care insurance (LTC), you may wonder: what is it, do you need it, how much does it cost, and…

  For many families, great memories have been made spending time together at a family vacation home.  Normally, this is a property that has been…

It’s Summertime! What better time than now for a midyear financial checkup? The beaches are calling as well as vacations, so spending time with your…

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…

As part of a tax seminar to prepare financial professionals for the 2018 tax season, we were updated on the latest tax scams that are…

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

When stock markets rumble, many investors rely on the benefits of diversification to help reduce volatility in their portfolio.  But what about those investors who…

Joseph Coughlin, PhD, founder and director of the MIT AgeLab, formulated three very simple questions that you may ask yourself to determine if you (or…

  As the gift giving season draws near, here are some suggestions to avoid a spending hangover in early 2018. Start by establishing a gifting…

On Tuesday, October 17th, the CCMI team hosted our “Gathering 4 Good” event at the Mission Valley Public Library. The CCMI team and CCMI clients…