Popular Topic(s): Financial Planning
CCMI Named Among the Nation’s Top RIAs by Worth Magazine

CCMI has been named one of the top registered investment advisors (RIAs) by Worth magazine on its 2024 Worth Leading Advisors list. According to the…

Why the 5 Years Before Retirement Are Critical

If retirement is on the horizon within five years, now is the time to revisit your retirement plan and ensure you’re on track. This period…

How to Help When Someone Asks “How Do I Change Financial Advisors?”

When considering changing financial advisors, several factors come into play. You may know someone contemplating this transition, whether prompted by a firm acquisition, shifts in…

Top Questions to Ask When Your Financial Firm Is Bought Out

There has been a recent “notable uptick” in merger and acquisition activity among wealth management firms across the country, with many investors focused on registered…

Retirement Planning with Purpose and Fulfillment in Mind

Your wealth and ability to manage your finances play a significant role in your confidence as you transition through different stages of life, and in…

RTX (Raytheon Technologies) 401(K): 3 Scenarios Employees Should Consider

Comprehensive retirement planning involves managing factors such as market fluctuations, inflation, or an unexpected income change in your family. These situations may feel concerning, especially…

Retirement Planning While Caring for Aging Parents

As you approach retirement age, a moment may arise when your concerns shift from raising and supporting your children to the care of your aging…

Retire in San Diego: Your 5-Year Plan

Pre-retirees who are about five years away from retirement are at a pivotal juncture in their financial lives. You’ve already shown foresight by developing a…

How to Navigate RTX (Raytheon) Stock for Retirement Planning

A comprehensive retirement plan has become a critical component of financial well-being. Many Americans now rely on 401(k) plans as their primary retirement savings vehicle….

Case Study: CCMI Designs Multipronged Roadmap for Young High Income Earners

Meet Adam and Elizabeth Adam and Elizabeth are a married couple in their early 40s who live in California with two young children under age…