Posts by CCR WM
Sips for Success 2026
On Tuesday evening, Financial Consultants Andrew Bonetti and Drew Harrod returned to their alma mater to inspire the next generation of business leaders at “Sips for Success.” This dynamic mock-networking event gave undergrads the chance to connect with alumni and sharpen their networking skills. Andrew took the stage as a guest panelist, sharing real-world advice…
Read MoreWhat Families Need to Know About 2027-28 FAFSA
Here’s what you need to know before completing the 2027-28 FAFSA.
Read MoreExtended Care Costs
Extended care is one of the biggest wild cards in retirement. These five insights can help you understand what drives costs and why they often catch retirees by surprise.
Read MoreLife Insurance: Most Common Questions
For many people, life insurance can be part of a broader financial foundation—supporting both current flexibility and future considerations.
From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.
Several factors affect life insurance cost and availability. Any guarantees associated with a policy also depend on the issuing insurance company’s ability to continue making claim payments.
Read MoreHealthy Aging Month: The New Retirement Reality
September is Healthy Aging Month! Staying active, mentally sharp, and socially connected all play a role—and so does the ability to support those lifestyles over time.
Read MoreAssess Life Insurance Needs
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away.
Read MoreWith College, Every Little Bit Can Add Up Over Time
When it comes to helping with college costs, grandparents don’t have to commit to one big move to make a difference.
Read MoreNational 401(k) Day
September 11 is National 401(k) Day! This is a great opportunity to focus on retirement strategy and your financial future.
Read MoreNew Rules Just Made Grandparent 529s a Smarter Move
Recent rule changes have made it easier for grandparents to contribute to a loved one’s college savings without affecting aid eligibility!
Read MoreEstate Management Checklist 2026
Is your estate plan ready for retirement? Compare your planning to our Estate Planning Checklist to ensure your assets are protected and your wishes are honored.
Read MoreThe Financial Realities Women Still Face
August 26 is Women’s Equality Day, but when it comes to the financial picture, some of the gaps are still wider than you might expect.
Read MoreDo Your Kids Know The Value of a Silver Spoon?
If you still have children at home, save them (and yourself) some heartache by teaching them the basics of smart money management.
Read MorePractical Moves to Safeguard Your Financial Progress
Updating your financial plan early may help protect your purchasing power in the short and long term.
Read MorePreserving the Value of Your Retirement Plan
Preserving your retirement plan means planning not just for longevity, but for maintaining your lifestyle as costs change.
Read MorePlanning for Today’s Retirement Reality
Rising costs don’t have to mean sacrificing the retirement you planned for. With the right preparation, it’s possible to stay confident and flexible through changing economic conditions.
Read MoreAugust is Make a Will Month
Here are a few reasons why having an up-to-date will is essential.
Read More529 Plans Can Now Cover More Than College
Here’s some good news about 529 plans that could change how you think about education savings. For years, these accounts have been straightforward college savings vehicles: contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed. Tuition, room and board, maybe some books. That’s all changed. Recent federal legislation, specifically the SECURE 2.0 Act…
Read MoreJuly 2026 Market Outlook
Take a look into the current state of the market as of July 2026.
Read More2027 Medicare Parts A & B Premiums Announced
The Centers for Medicare & Medicaid Services (CMS) has released the Medicare Part A and Part B premiums and deductibles for 2027.
Read MoreChoosing a Retirement Plan that Fits Your Business
Learn about the three most popular employer-sponsored retirement plan options: SIMPLE IRAs, SEP IRAs, and 401(k)s.
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