Posts by CCR WM
CCR Listed on Forbes Best in State Wealth Advisor 2023
CCR is pleased to be listed again on the Forbes Best in State list!
Read MoreBuilding Generational Wealth With Hard Assets
One of the most effective ways to build generational wealth can be through investing in hard assets that hold their value – and offer long-term growth potential.
Read MoreFive Questions to Ask Before Retiring
You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially?
Read MoreA Quick Look at Your Life Insurance Needs
How much life insurance is enough? A general rule of thumb is to implement a “needs analysis”, then design a plan to ensure that money will be available to meet those objectives.
Read MoreThe Rationale Behind Permanent Life Insurance
Term insurance premiums can be a significant expense; however, there may be instances where term insurance is the best choice.
Read MoreHow to Minimize Taxes During Market Downturns
Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.
Read MoreCCR Listed on the Top DC Advisor Teams for 2022
CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2022!
Read MoreProtect the MVP with Disability Insurance
Coaches, being on the field is key to your team’s success. Having sufficient disability insurance could be key to your family’s success. When was the last time you reviewed your disability insurance?
Read More2023 Annual Tax Guide
Learn where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.
Read MoreSolidify Your Future with Disability Income Insurance
Have you considered how you’d pay your bills and daily expenses in the event of a disability?
Read MoreDisability & Business Owners
Learn how disability insurance can help protect you and your business!
Read MoreWhat’s My 2023 Tax Bracket?
Do you know what 2023 tax bracket you fall into? If not, find out using this guide.
Read MoreUmbrella Insurance
Financial Planner Amanda Hancock discusses what umbrella insurance is and the benefits it may yield to some clients. Watch the full video below!
Read MoreCelebrating Black History Month: Be Healthy
Regularly checking your net worth helps you assess where you are, measure your progress toward your goals, and build a financial plan.
Read MoreSupport Black Businesses
By supporting Black-owned businesses, you can show your support for the Black community while improving your local economy at the same time.
Read MoreProtecting Your Financial Information Online
While nothing can guarantee complete safety against tracking, hacking, identity theft, phishing scams, and other cyberspace risks, understanding how to protect your privacy can help minimize your exposure to risk.
Read MoreProtecting Yourself From Identity Theft
Identity theft is impossible to prevent completely. But there are a few strategies you can use to help prevent it.
Read MoreRoth vs Traditional 401k
Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.
Read MoreMillennials and Retirement: How Do You Stack Up?
If you’re a Millennial and not already contributing to a retirement account, consider starting now, especially if your employer offers a matching program.
Read MoreMoving Your 401(k) to Roth IRA Tax-Free
When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.
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