Kim’s LEAD Impact Experience

July 12, 2019

Being part of the 2019 LEAD Impact class of San Diego was a unique experience that I will never forget!  After having lived in San Diego for 12 years, I was excited to embark on what I thought was 10-month…

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Are you ready to get married… financially?

June 20, 2019

Are you ready to get married… financially? The decision to get married brings up many questions.  Mostly, you are trying to figure out if this person is the “one.” Other questions may revolve around children, future in-laws, where to live…

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CCMI’s Open House and Gathering for Good

June 6, 2019

In late May CCMI hosted an open house for our newly re-designed office. In addition to highlighting our renovated office, we wanted to assist local charities with the help of our clients. This was our Open House and Gathering for…

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Nine Pointers to Prepare for a Successful Retirement

May 29, 2019

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 after you stop working the “Encore Years”. Here are some general guidelines to consider prior to…

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Preparing Your Child For College

May 10, 2019

High School graduation is coming up next month and the day your child leaves for their freshman year of college is looming ahead. For most parents, the time has just flown by, from the moment their child was born until…

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The New Tax Return

April 25, 2019

As the 2018 tax season is now behind most of us, the outcomes ranged from being pleasantly surprised with a lighter tax bill, to paying more than expected.  Back in October, we published a blog which highlighted some of the…

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What to Keep & What to Toss

April 18, 2019

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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Switching to Solar

March 21, 2019

As we exit a cold and rainy San Diego winter, we look forward to a warm and sunny spring. One way to take advantage of all the San Diego sunshine is to consider adding solar panels to your home. While…

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976