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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.

Planning for a Longer Retirement is a Must

By CCR WM | July 17, 2025

A major concern for retirees is longevity risk. Our financial professionals can help you explore options like guaranteed minimum withdrawal benefits, immediate annuities, and QLACs.

Financial Planning for Dentists

By CCR WM | July 15, 2025

Financial planning looks different for dental practice owners. Find out how CCR can help you navigate these complexities!

Prepare for Unexpected Expenses in Retirement

By CCR WM | July 15, 2025

Many retirees underestimate unpredictable costs like hidden housing, uncovered healthcare, long-term care, family crises, and inflation.

How Insurance Supports Your Financial Goals

By CCR WM | July 10, 2025

Insurance may not be as flashy as investment planning, but it’s a crucial tool for protecting your income, assets, and legacy.

July 2025 Market Outlook

By CCR WM | July 8, 2025

Despite a noisy start to the year, markets have shown resilience. While concerns like high valuations and economic uncertainty remain, we’re seeing encouraging signs: broader market strength, easing inflation, and global opportunities outside the S&P 500.

Buying a Vacation Home

By CCR WM | June 26, 2025

Thinking of buying a vacation home? Here are 5 questions to consider first.

Rebalancing Your Portfolio

By CCR WM | June 23, 2025

If an investment is successful, most people naturally want to stick with it. But is that the best approach?

Summertime Checkup

By CCR WM | June 20, 2025

Summer’s here! Here are some questions to ask yourself mid-year.

An Investment Decision Not Made Is Still a Decision

By CCR WM | June 12, 2025

Investment inaction can manifest in various forms, often silently and invisibly, and may have significant implications for an individual’s future financial security.

Exploring the Federal Student Grant Program

By CCR WM | June 10, 2025

Don’t overlook the various federal grants awarded to students in need each year! Here’s what you need to know.