A Retirement Interview from CCMI’s Founders

September 12, 2019

The following is an interview with Peg and Bob Eddy. We asked them to share some of their perspectives regarding their retirement on May 1, 2017, after owning CCMI for forty-two years: What did you think “retirement” would be like?

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Do You Really Need a Financial Planner?

August 26, 2019

Recently at a social event, one of our advisors was asked, “do only the ultra-wealthy need a financial planner?” The short answer is, “no.” We believe that financial planning is something that can benefit everyone no matter their wealth status.…

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College Planning for the Student

August 19, 2019

So you are headed off to college? This is an exciting time in anyone’s life, but it often comes with unforeseen challenges. Moving out of Mom and Dad’s house can be liberating but also a bit unnerving as you have…

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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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Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976