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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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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