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Complete control of your Financial Future

Your CCR Wealth Manager website provides you with eMoney-backed, ironclad security and instant access to your complete financial picture, allowing you to manage your financial life, collaborate with our professionals and stay on track -  wherever you are, and whenever you’d like.

One of our financial planners, Amanda Hancock explains the many features of the tool and how powerful the consolidated 360° view of your finances is in the video below.

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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.

Managing Money as a Couple

By CCR WM | February 13, 2025

Managing money as a couple usually isn’t so difficult, but waiting too long to ask (or answer) those questions might have some consequences.

Insurance Costs Spike Amid Surge In Natural Disasters

By CCR WM | February 11, 2025

A new Treasury report reveals that home insurance premiums in high-risk areas are averaging $2,321—that’s 82% higher than in lower-risk regions.

Estimating the Cost of College

By CCR WM | February 6, 2025

It doesn’t take a degree in finance to see that the cost of college continues to rise. If your child is approaching college age, a good first step is estimating the potential costs.

Preserving Your Family Business with Long Term Care Planning

By CCR WM | January 28, 2025

As a business owner, planning for long-term care (LTC) is crucial for protecting your legacy. Consider working with a CCR insurance professional to protect for your family’s business for years to come.

Putting Your Company’s Surplus Funds to Work

By CCR WM | January 23, 2025

If your company is in the enviable position of having more funds on hand than are needed for current operations, you can make the most of these surplus funds by investing them. When examining possible investment options, there are several main points to consider: safety; after-tax yield; and liquidity. In addition, you should also examine…

Making Cash Flow Count with Tax-Smart Strategies

By CCR WM | January 16, 2025

When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals.

From Saving to Spending Build a Tax-Smart Withdrawal Strate

By CCR WM | January 14, 2025

A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!

5 Tax Strategies to Maximize Returns and Minimize Burdens

By CCR WM | January 9, 2025

Learn how to boost returns and minimize taxes with five simple strategies.

January 2025 Market Outlook

By CCR WM | January 8, 2025

In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.

Social Security Says 2.5% COLA in 2025

By CCR WM | January 7, 2025

Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.