Creative Capital Management Investments - CCMI

Creative Capital Management Investments - CCMI Creative Capital Management Investments LLC (CCMI) is a fee-only advisory firm based in San Diego

The 2027 RTX Open Enrollment will soon open. Here are some key reminders:-If you take no action, some benefits and cover...
09/04/2026

The 2027 RTX Open Enrollment will soon open. Here are some key reminders:

-If you take no action, some benefits and coverage will roll over and others will not. Make sure you still have the coverage you want, and make elections if needed.

-If you’ve experienced a change, such as marital or dependent, or would like to adjust your coverage, you can also make your elections within the designated dates.

-Don’t overlook supplemental insurance for unexpected events, such as life, long-term disability, group legal, and accidental and critical illness.

Read more in our blog:

https://myccmi.com/2026/08/rtx-open-enrollment-what-employees-need-to-know-about-critical-benefits-decisions-2

The biotech industry often offers creative compensation packages to attract top talent, conserve capital, or align emplo...
08/26/2026

The biotech industry often offers creative compensation packages to attract top talent, conserve capital, or align employee interests with the company.

When accepting a biotech job offer, a higher (or lower) salary may not be the full picture.

We break down the pros and cons of each approach to help inform your decision, considering taxes, long-term wealth potential, and your goals.

Read more:

https://myccmi.com/2026/08/are-biotech-rsus-better-than-a-higher-salary

Have you thought about how taxes, insurance, real estate, and retirement income all work together?A retirement plan look...
08/11/2026

Have you thought about how taxes, insurance, real estate, and retirement income all work together?

A retirement plan looks at the full picture, helping you prepare financially while also planning for the lifestyle changes retirement may bring.

Read our guide to learn more.

Many employees face uncertainty amid recent RTX layoff announcements. This can often lead to rushed, emotional decision-...
08/10/2026

Many employees face uncertainty amid recent RTX layoff announcements. This can often lead to rushed, emotional decision-making — from selling investments to moving retirement accounts — that could have long-term, far-reaching impacts beyond a career transition.

As a former employee, Kim has worked with many RTX employees through layoffs, early retirements, and career transitions. She understands the decisions that come with a separation, from equity to health insurance, and how employees can avoid common mistakes and feel more empowered.

Read her full insights, including five key steps you can take today when layoffs are a concern:

https://myccmi.com/2026/07/rtx-planning-playbook-the-5-steps-to-take-when-facing-a-layoff

08/04/2026

Retirement planning is about more than saving money. A retirement plan can help you evaluate income sources, taxes, estate planning, insurance needs, and even the emotional transition into retirement.

In our latest article, we break down the key components of a retirement plan and common questions to consider as you prepare for your next chapter.

We’re just a few days away from our upcoming webinar — reserve your spot before registration closes!While headlines chan...
07/19/2026

We’re just a few days away from our upcoming webinar — reserve your spot before registration closes!

While headlines change daily, we often find that long-term strategy shouldn’t. If you’re feeling concerned or reactive, our discussion with Kevin Gordon, Schwab’s head of macro research and strategy, can help you stay grounded.

Gain data-rich insights on factors that may influence investments, what he’s monitoring closely, and why it’s important to maintain perspective as markets evolve.

Register today.

https://us02web.zoom.us/webinar/register/WN_HvJhtFMLRG2cK5TdHqNgEA

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San Diego, CA

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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+16192983993

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