Posts by CCR WM
Tips for Leaving an Inheritance to Family
Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.
Read MoreSetting Your Family’s Financial Values
Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.
Read MoreStaying on Top of Your 401(k) Can Pay Dividends
While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.
Read MoreThe Power of a Trust
Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.
Read MoreAre Financial Advisors Still Relevant in a Digital World?
Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!
Read MoreCreating a Comprehensive Estate Plan
Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.
Read MoreTax Strategies For Retirement Account Withdrawals
With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.
Read MoreAre You In The “Sandwich Generation?”
Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.
Read MoreCCR Earth Day 2024
Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!
Read MoreApril 2024 Market Outlook
Take a look into the current state of the market as of April 2024!
Read MoreEstate Planning Checklist
Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.
Read MoreCCR Listed #15 on Forbes 2024 Best-In-State Wealth Advisors
CCR is honored that David Borden, Managing Partner and Financial Consultant, is listed #15 in the state of MA on the Forbes list of Best-in-State Wealth Advisors!
Read MoreEstate Planning as a Family
Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.
Read MoreEstate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
Read MoreCCR Listed on 2024 NAPA Top DC Advisor Teams
CCR is honored to be listed on the NAPA Top DC Advisor Teams for the 8th year in a row!
Read MoreApril is Financial Literacy Month
April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.
Read MoreTips For Improving Financial Health Into Retirement
As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.
Read MoreWomen & Financial Security
Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.
Read MoreWomen Approach Investing Differently
Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?
Read MoreCelebrating The Women of CCR 2024
CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!
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