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Check Out the Latest CCR Insights
CCR Wealth’s team of experts works together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
Tips For Improving Financial Health Into Retirement
As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.
Women & Financial Security
Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.
Women Approach Investing Differently
Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?
Celebrating The Women of CCR 2024
CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!
2024 Annual Tax Guide
New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.
2024 Tax Planning Whitepaper
Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!
The “Average” Benefit of Dollar Cost Averaging
Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.
2023 IRA Deadlines: What You Need to Know
Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.
Financial Wellness on Your Path to Retirement
Secure your golden years! Pursue financial wellness in retirement with these key strategies.
How To Support Black-Owned Businesses
By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!