Long-Term Care Insurance: The Basics

August 3, 2018

When you hear about long-term care insurance (LTC), you may wonder: what is it, do you need it, how much does it cost, and when you should purchase it?  We have tried to address these questions with the understanding that…

Read more »

What is a Donor Advised Fund?

July 12, 2018

“What is a Donor Advised Fund?” – This is a question we often hear, so we thought it would be appropriate to share a brief description about what it means to set up, and fund, a Donor Advised Fund (DAF).…

Read more »

The Family Vacation Home… Haven or Havoc?

July 5, 2018

For many families, great memories have been made spending time together at a family vacation home.  Normally, this is a property that has been in the family for decades and is located in a vacation spot which everyone enjoys. It…

Read more »

Summertime Check In!

June 20, 2018

It’s Summertime! What better time than now for a midyear financial checkup? The beaches are calling as well as vacations, so spending time with your finances probably doesn’t sound very alluring. However, a midyear review of your financial situation, especially…

Read more »

Sailing with the Tides

June 8, 2018

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 the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and…

Read more »

Six Money Tips for the Young Professional

May 17, 2018

If you are just graduating or getting started in the workforce, here are six quick and easy tips on how to get started on the right path financially. The younger you are when you start saving and thinking about the…

Read more »

Taxes are done, now what?

May 3, 2018

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 time to learn from your 2017 taxes and make some changes for the current tax…

Read more »

What to Keep/What to Toss

April 19, 2018

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…

Read more »

CCMI’s Cyber Security Breakfast Takeaways

March 27, 2018

On March 22, CCMI hosted a Cyber Security Breakfast with Jim Stickley, CEO and Founder of Stickley on Security. Mr. Stickley, a cyber security expert with extensive experience, shared strategies for keeping personal information safe and secure in an ever-changing…

Read more »



Subscribe via RSS
Join Newsletter

Have a Question?

Home | Services | About Us | Client Center | Contact Us

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