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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.

Choosing the Best Debt Repayment Strategy

By CCR WM | July 25, 2024

Tackling debt can be overwhelming, but there are two proven methods for success: avalanche and snowball. Ready to take control of your finances?

The Power of Compound Interest: A Key to Building Wealth

By CCR WM | July 23, 2024

Understanding compound interest is crucial for financial success. Don’t miss out on this key concept for building wealth!

Protect Against a Scorching Market

By CCR WM | July 18, 2024

The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.

Annual Reviews

By CCR WM | July 16, 2024

It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.

Leaving a Legacy Saving for Your Family’s Financial Future

By CCR WM | July 11, 2024

Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.

July 2024 Market Outlook

By CCR WM | July 9, 2024

A look into the current state of the market as of July 2024.

401(K) Vs. IRA: What You Should Know

By CCR WM | July 9, 2024

Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.

New Opportunities for LGBTQ+ Business Owners

By CCR WM | June 27, 2024

Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.

Don’t Delay an Important Discussion

By CCR WM | June 25, 2024

If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.

Real Financial Issues in the LGBTQ+ Community

By CCR WM | June 20, 2024

Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.