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…

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,…

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…

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

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…

Whether you’re growing your family, starting a business, or preparing for retirement, you might have considered seeking financial help from a professional. As you begin…

From birthday car parades to elbow bumps instead of handshakes, the COVID-19 pandemic has forced us to reevaluate, adapt, and change how we interact in…

The global COVID-19 pandemic has had an enormous impact on event planning, including the 2020 San Diego Comic Convention (San Diego Comic-Con). While there are…

  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…

We often receive calls from individuals and families who are just starting their financial journey, all asking the same question – where do I start?…