Popular Topic(s): Financial Planning
Five Documents to Begin Building Your Estate Plan

Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

Global Market Analysis with Charles Schwab’s Jeffrey Kleintop

In our recent Market Updates webinar, we welcomed guest Jeffrey Kleintop, senior vice president and chief global investment strategist at Charles Schwab. We discussed where…

The Top 3 Questions to Ask Before Choosing a Financial Advisor

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…

New Year, New Budget: How to Build Financial Independence

Did one of your New Year’s resolutions include a significant financial goal, like buying a home or investing for the first time? The beginning of…

Retiring in San Diego? Here Are the Top 4 Considerations

When you consider your retirement years, what do you envision? Many soon-to-be retirees imagine spending their time close to family, traveling, and pursuing new and…

California Prop 19 Planning

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,…

Year-End Tax Tips for Business Owners

As business owners, we know year’s end is the time most companies are looking for ways to minimize their tax liability. This year, there are…

CCMI Named Among 12 Best Financial Advisors and Wealth Management Firms in San Diego for Sixth Time

AdvisoryHQ recently ranked CCMI among the 12 best financial advisors and wealth management firms in San Diego, according to its 2020 – 2021 listing. This…

The 2020 Election and Your Investment Portfolio

Have you found yourself reading news headlines and reviewing your investment portfolio with a bit more scrutiny lately? We understand. This year has come with…

Do You Own RTX, CARR, OTIS or Any Other Company Stock In Your 401(k)?

Today, many Americans rely on 401(k)s as their retirement savings plan. Unlike a traditional pension plan, these plans leave much of the decision-making to employees…