Posts by CCR WM
Vets, Don’t Miss Out on ‘Hidden Benefits’
Many vets may be unaware that the VA offers life insurance—one of several substantial benefits for veterans and their families that you may never have heard of.
Read MoreFinancial Planning for Veterans is Different
Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.
Read MoreAdult Day Health Centers Benefit Older Adults and Their Caregivers
November is National Alzheimer’s Awareness Month. For caregivers, adult day services can be a welcome antidote to caregiver burnout, providing older adults with the care, stimulation, and socialization that corresponds with quality of life.
Read MoreOlder Americans: Growing Targets of Financial Fraud
Older Americans are growing targets of financial fraud. Learn common scams and how to protect yourself and your information.
Read MoreMillennials & Retirement
What unique challenges are millennials facing as their retirement years near? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss these challenges as well as planning tips in their latest educational video.
Read MoreYour Security Online: Staying Ahead Of Hackers
By taking a few simple preventative steps, you can lessen the likelihood you’ll become a victim of hacking.
Read MoreHealth Insurance: How’s Your Coverage?
If you want to supplement your employer-provided coverage, or buy a complete health insurance package, here are some things you should consider.
Read MoreOctober 2022 Market Outlook
The time is now to pivot portfolios that are still smack of yesteryear into more durable mediums of long-term growth.
Read MoreFive Financial Tips For New Parents
As a new parent, you may have considered the cost of having a child and the related increase in your regular expenses. But you may not have considered updating your financial strategy and reprioritizing how you spend and save your income.
Read MoreFinancial Planning
Learn how our planning process aligns your unique needs with your unique financial objectives. Let’s work together to create a roadmap to your future goals!
Read MoreYour Security Online: Recognizing Suspicious Content
It’s important to stay safe online. Here’s a list of some of the common types of suspicious content and how to recognize it so you’re ready to navigate this tricky new reality.
Read MoreHealthcare Planning
Are you prepared for future healthcare costs? Watch this video to find out why it’s important to plan now for the high cost of healthcare in retirement.
Read MoreBe Cyber Smart
Phishing attacks use email or malicious websites to infect your machine with malware and viruses which collect personal and financial information.
Read MoreRetirement Income Education
Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.
Read MoreUnderstanding the Estate Planning Process
A well-structured estate plan can be invaluable. Through it, you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.
Read MoreThe Biggest Financial Pressures Facing Retirees (& How to Plan for Them)
Retirement benefits aren’t what they used to be, but there are actions you can take to get the most out of your existing benefits.
Read More[Whitepaper] Is College Worth It?
Is college worth it? This whitepaper examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.
Read MoreComparing 403b v Roth IRA
When deciding what types of retirement accounts you may need, it’s important to understand how your options compare. Take 403(b)s and Roth IRAs. Do you know how these two options compare and how you can contribute to each?
Read MoreIRS Makes Contribution Limit Changes for 2022
The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020.
Read MoreBuilding Wealth and Avoiding Taxes with Roth IRA
As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.
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