Popular Topic(s): San Diego
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…

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…

Out & About – July 2020

At the Firm… The CCMI team continues to work on enhancements to our new website.  We look forward to sharing updates as new features are…

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But…

Taxes are done, now what?

For most, 2017 taxes are now complete. Did you end up owing the IRS or did you receive a large refund?  Now is a great…