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Money Matters
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When Should I Sell My Business? Is It Time to Exit?
27 Mar 2024 by: CCMI
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Whether approaching retirement or not yet ready to retire, all entrepreneurs reach a juncture where they ask, “Should I sell my business?” We often guide…

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OUT & ABOUT – MARCH 2024
27 Mar 2024 by: CCMI

At the Firm The CCMI team enjoyed lunch at Din Tai Fung to celebrate Tina and Katie’s birthdays, which both take place this quarter. The…

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Sailing into Retirement Planning in San Diego
26 Mar 2024 by: CCMI
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If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…

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Mega Backdoor Roth Strategies for RTX (Raytheon) Employees
29 Feb 2024 by: Kim Benson

Are you a high-income earner at RTX (Raytheon Technologies) maximizing your pre-tax or Roth contributions to your RTX 401(k) over and above that valuable employer…

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OUT & ABOUT – February 2024
29 Feb 2024 by: CCMI

At the Firm Brian, Matt, Kim, and Tina spent a day offsite planning for the quarterly goals (or “rocks” as we call them internally). The…

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Why the 5 Years Before Retirement Are Critical
29 Feb 2024 by: CCMI
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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…

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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…

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OUT & ABOUT– January 2024
25 Jan 2024 by: CCMI

At the Firm Brian has been busy wrapping up 2023’s compliance activities and setting up the firm’s compliance program for 2024. Early year activities include…

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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…

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OUT & ABOUT – December 2023
27 Dec 2023 by: CCMI

At the Firm The CCMI team enjoyed a Holiday Dinner at Callie at the end of November.  The food was delicious and the team enjoyed…

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