CCR WM - CCR Wealth Management

April 2026 Market Outlook

By CCR WM | April 23, 2026

Take a look at the current state of the market with our CIO John Maher.

Discussing Your Retirement, Legacy, and Financial Plans with Family

By CCR WM | April 23, 2026

Starting these discussions earlier can create clarity and shared understanding long before they’re urgently needed.

59 1/2: Why Is This Age So Important?

By CCR WM | April 21, 2026

Learn more about this important age and the doors it opens as you prepare for retirement.

Raising Financially Confident Kids

By CCR WM | April 9, 2026

Here are some practical ways to help children develop a healthy relationship with money. Consistent, intentional guidance can make a big difference!

April is National Social Security Month

By CCR WM | April 7, 2026

The Social Security Administration is marking April as National Social Security Month! Are you social security ready?

Reviewing Your Life Insurance Needs

By CCR WM | March 31, 2026

Periodic reviews ensure your life insurance policy adapts to your changing needs.

Six Habits That Can Transform Your Finances

By CCR WM | March 26, 2026

Without strong habits, spending can rise with income, hindering your long-term goals. Think of these habits as your “autopilot” system guiding you toward financial stability.

Five Habits to Approach Retirement with Confidence

By CCR WM | March 24, 2026

Retirement marks a new chapter, one that often requires a shift in both strategy and mindset. After decades of saving, moving into the distribution phase can feel overwhelming. The good news? With the right habits, you can approach this stage with confidence and clarity. Here are five practical habits to consider: 1. Schedule Regular Financial…

Build Strong Financial Habits for Retirement

By CCR WM | March 19, 2026

Retirement isn’t the end of planning; it’s the start of a new chapter called the distribution phase. This stage focuses on preserving savings, creating a reliable income, and preparing for surprises. With the right habits, you can enjoy financially independent, work-optional years while avoiding risks that may erode your stability. Here are six habits that…

Do You Owe The AMT?

By CCR WM | March 17, 2026

If you want to avoid surprises this tax season, understanding your AMT status could save you time and money.

Take on Tax Season with Our Last-Minute Tax Preparation Tips

By CCR WM | March 5, 2026

As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you’ve been caught up in life’s demands or simply need a bit of guidance to help you make the most of your tax situation, we’re ready to assist. But remember to work closely with your…

How Your 401(k) Impacts Employee Retention

By CCR WM | March 4, 2026

Attracting and retaining skilled employees is one of the most persistent challenges for many businesses, including medical and dental practices. Employees like administrative staff, technicians, nurses, hygienists, and dental assistants are in high demand. For example, according to the latest data from the U.S. Bureau of Labor Statistics (BLS) there were approximately 221,600 dental hygienists and roughly…

6 Smart Wealth-Building Money Habits to Start Early

By CCR WM | February 26, 2026

Rising income doesn’t always mean growing wealth… unless you have the right habits in place! Discover 6 habits to build wealth early.

5 Unexpected Costs That Can Disrupt Retirement

By CCR WM | February 24, 2026

Unexpected costs can throw off even the best plans. Here are 5 expenses retirees often overlook and how proactive planning can help you stay on track.