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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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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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