Should Retirees Rethink Paying Off Their Mortgages?

July 26, 2017

As baby boomers approach retirement, they often question whether to live debt-free or continue their monthly mortgage payments. Here are a few things to consider. Your nest egg As the average baby boomer approaches retirement, many have insufficient savings to…

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Do Avid Golfers Make Better Investors?

July 14, 2017

As if you needed another reason to get out on the links, improving your golf game may just make you a better investor. Here are some skills from your time spent on the greens that just might carry over into…

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5 Common Social Security Myths

July 6, 2017

To many, when to claim Social Security benefits is an enigma. At CCMI we help our clients to understand their Social Security options by utilizing an industry leading tool called Social Security Analyzer. We aim to help our clients make…

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Looking for a Summer Job? Here are some tips.

June 26, 2017

by Matt Showley, CFP® “I’m deeply sorry to have to tell you that our hotel is overbooked and we no longer have a room available for your reservation tonight.” Imagine hearing this upon your arrival at a beautiful La Jolla…

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Financial Quiz

June 20, 2017

It’s time to test your level of financial acumen. Below is a financial literacy quiz we have prepared for different stages of one’s financial life. Good luck! Saving for Retirement In which scenario, will you have the greatest value at…

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What to Keep-What to Toss

May 22, 2017

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 invades and builds up in your home office and file cabinets. Spring is a great time…

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