Posts by CCR WM
Navigating Government Shutdown Risks
The government shutdown creates complex challenges for investors, such as delaying key economic reports like the job market snapshot. This uncertainty comes at a time when clarity is crucial.
Read MoreEnd-of-Year Tax Planning for Dentists
If you are a dentist or dental practice owner, consider these end-of-year tax planning strategies.
Read MoreMaximize Retirement with Year-End Financial Moves
From tax-efficient planning to insurance reviews, we’ll help you align your investments and prepare for 2026 confidently!
Read MoreBeware of AI-Assisted Tax Scams
Be aware of AI-driven fraud targeting taxpayers! Learn how to stay vigilant and strengthen your defenses against these sophisticated scams.
Read MoreSurprising Stats from the 2025 Retirement Confidence Survey
The EBRI Retirement Confidence Survey reveals how Americans truly feel about retirement, and the most recent stats have proven to be surprising.
Read MoreWhat You Need to Know as a First-Time Homebuyer
If you’ve recently decided to buy your first home, check out our tips for first-time homebuyers!
Read MoreOctober 2025 Market Outlook
Take a look into the current state of the market with CIO and Financial Consultant John Maher.
Read MoreInflation and Purchasing Power Risks
Inflation may be off the front page, but its impact lingers on retirement budgets. 92% of retirees worry about shrinking assets and rising costs.
Read MoreQ4 Offers Homebuyers a Window of Opportunity
As the Fed eases rates and housing inventory grows, Q4 2025 could be a game-changer for homebuyers!
Read MoreData Breach: Your Security To-Do List
Data breaches can happen even if you practice good cybersecurity habits! If you experience a data breach, follow this checklist to protect your information.
Read MoreCybersecurity Awareness: Essential Tips to Stay Safe
October is Cybersecurity Awareness Month! Take the time to review your online safety practices so you can stay vigilant against digital threats and protect your financial security!
Read MoreEmpty Nest? Time to Revisit Your Financial Plan
An empty nest is a unique opportunity to take charge of your financial future!
Read MoreKnow Your Risk Profile Before 4th Quarter Begins
As we enter Q4, it’s crucial to evaluate your investment approach. Historically, this quarter has seen strong stock performance, but it’s also volatile, making it essential to understand your risk profile. Remember, your risk profile guides your investment decisions, not the other way around! Let’s break down your risk tolerance into five simple categories to guide your decisions.
Read MoreEmployer Match & Roth Options Expand in 2025
More employers are offering Roth contributions, opening up new planning strategies for those expecting to be in a higher tax bracket in retirement.
Read MoreA Comprehensive Guide to Managing Unforeseen Retirement Expenses
Here are 5 common expenses that often catch retirees by surprise.
Read MoreTax Act 2025—Something for Everyone
The One Big Beautiful Bill Act of 2025 has something for everyone! Here’s a quick recap of the key changes that are expected to have the biggest impact.
Read MoreHow Insurance Can Protect Your Wealth and Legacy
Insurance isn’t just a safety net; it’s a strategic tool for safeguarding your income, assets, and legacy goals.
Read MoreCommon Misconceptions About Insurance
Misconceptions about insurance can lead to costly mistakes. Let’s set the record straight about a few common myths.
Read MoreUnpacking How the Tax Landscape is Changing
The One Big Beautiful Bill Act (OBBBA) makes Trump-era tax cuts permanent, but tariff-driven inflation poses challenges for households. With a potential $5 trillion revenue loss, future tax increases may loom.
Read MoreInflation, Interest Rates and Debt Management
With inflation stabilizing at 2.4% and interest rates shifting, staying proactive is key.
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