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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Lessons Learned from the CCMI Remodel

March 11, 2019

As CCMI nears the end of our lengthy office remodel, we have been reflecting on what went well, what could have gone better, and what we could have done differently.  We thought we’d share with you some lessons we learned…

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What is a CFP® Professional?

February 21, 2019

When choosing a financial professional to help you plan for your retirement and build your financial future, it is extremely important that you know how to make a wise choice. While anyone can provide financial advice, it takes proven, specialized…

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A Few Tips for a Future Remodel

February 15, 2019

As CCMI is going through our own office remodel, we thought it would be timely to share a few pointers to consider before undergoing your next remodel. Remodeling a home can be stressful and a costly endeavor. Big, and sometimes…

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Financial Fitness Resolutions for 2019 and Beyond

January 4, 2019

Did you make New Year’s resolutions for 2019?  Various surveys estimate that greater than 60% of resolutions are broken by February.  By the time you read this there is a good chance you’re on your way to breaking some of…

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The Nature of Human Behavior: Behavioral Finance

December 19, 2018

Humans are hard wired to avoid pain and discomfort. The ability to adapt and evolve to avoid these feelings has kept humans alive and progressing throughout history. This is also why investing in the markets during such a volatile time…

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Business Owner Income Strategies for QBI

December 6, 2018

The new tax law created by 2017’s Tax Cuts and Job Acts introduced a 20% tax deduction for eligible pass-through business owners called the Qualified Business Income (QBI) deduction. However, there are limitations to the tax break; high-income business owners…

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Are You Prepared for the Next Fire Disaster?

November 20, 2018

With the recent fires in California, we thought taking a few moments to review some tips on emergency preparedness would be helpful. With the possibility of another California wildfire in the future, now is the time to either establish or…

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