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

Do you know someone who depends financially on their spouse? Whether it’s a short-term necessity or a long-term decision...
09/30/2026

Do you know someone who depends financially on their spouse? Whether it’s a short-term necessity or a long-term decision, it’s essential they understand their household’s finances.

Doing so reduces vulnerability if something changes in the future, such as an illness, death, or job loss.

In this planning guide, we share topics spouses can review together to help ensure they both understand their household finances, feel confident making financial decisions, and are better prepared for the future. Read it here:

https://myccmi.com/2026/09/how-to-maintain-financial-independence-in-marriage

If you received $10,000 in cash rather than $10,000 in vested RTX shares, would you invest it all back into RTX?When dec...
09/28/2026

If you received $10,000 in cash rather than $10,000 in vested RTX shares, would you invest it all back into RTX?

When deciding whether to sell or hold your vested RSUs, this question and others like it delve deeper into your cash flow needs, retirement goals, taxes, and how much of your financial life is already tied to RTX.

View our latest installment of the RTX Planning Playbook Series to explore VEST, a helpful framework to guide to your next steps:

https://myccmi.com/2026/09/vest-what-to-consider-when-your-rtx-rsus-vest

Maintaining financial independence in a marriage isn’t about creating separation between spouses. The goal is to ensure ...
09/23/2026

Maintaining financial independence in a marriage isn’t about creating separation between spouses. The goal is to ensure both parties have the knowledge, access, and confidence to manage the household’s finances and decision-making.

Whether you are the breadwinner, earn an income comparable to your partner, or are currently financially dependent on them, we’ve compiled key steps to help build greater clarity, confidence, and awareness in your marital finances.

Visit our blog for a checklist to get started — swipe through for a preview.

https://myccmi.com/2026/09/how-to-maintain-financial-independence-in-marriage

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

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San Diego, CA

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