Your mid-fifties is the ideal time to start planning for life after work, sometimes called “retirement”. At CCMI, we prefer to call the years…

High School graduation is coming up next month and the day your child leaves for their freshman year of college is looming ahead. For most…

As the 2018 tax season is now behind most of us, the outcomes ranged from being pleasantly surprised with a lighter tax bill, to paying…

  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…

For the fifth consecutive year, CCMI has been named one of the “Top Wealth Managers in San Diego, California” by Advisory HQ News Media (AHQ)….

As we exit a cold and rainy San Diego winter, we look forward to a warm and sunny spring. One way to take advantage of…

As CCMI nears the end of our lengthy office remodel, we have been reflecting on what went well, what could have gone better, and what…

When choosing a financial professional to help you plan for your retirement and build your financial future, it is extremely important that you know how…

As CCMI is going through our own office remodel, we thought it would be timely to share a few pointers to consider before undergoing your…

Since it has been a cold and rainy January here in San Diego, we thought it would be appropriate to explain what umbrella insurance is…