Posts by CCR WM
Assessing Your Retirement Resources
Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.
Read MoreNew Year’s Financial Checklist
The start of the new year is a great time to recommit yourself to achieving your financial goals.
Read MoreAre You Concerned You’ll Outlive Your Money?
Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.
Read MoreUse a DAF to Maximize Your Charitable Contributions
If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.
Read MoreHow to Protect Yourself While Helping Others
Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.
Read MoreWhat To Do When Your Income Reaches 7 Figures
Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.
Read MoreID Theft: Be Prepared, Be Proactive.
What can you do to safeguard identity, credit card numbers and account information online?
Read MoreID Theft: How Does it Happen?
Familiarize yourself with the ways a thief might obtain your information with the intent to steal money or commit other crimes.
Read MoreLong-Term Care Insurance Provides Relief for Caregivers
Adults who become their parents’ primary caregivers often assume considerable physical, emotional, and financial stress. When commitments become overwhelming, consider utilizing the following community services detailed below.
Read MoreAlzheimer’s and Long-Term Care
While caring for someone with Alzheimer’s can be challenging, there are several options available to help you prepare for the level of care involved at various stages of the disease.
Read MoreThe Three Keys to a Great Password
A great password is often the only thing standing between you and identity theft. But what makes a password secure? Turns out, there are some important guidelines to follow to keep information safe.
Read MoreWhat You Need to Know about Financial Fraud
November 14-20, 2021 is International Fraud Awareness Week. Speak to your trusted CCR financial professional about how you can protect yourself and your business from identity thieves and fraudsters.
Read MoreVets, 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.
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