Posts by CCR WM
How to Estimate Retirement Expenses
By estimating your expenses and taking steps to prepare, you can ensure an enjoyable retirement. Contact us today for more information.
Read MoreTurning Monetary Gifts into Learning Experiences
Parents, consider using monetary gifts as a teaching opportunity. Helping your children learn how to be smart savers could be the best gift that you ever give them.
Read MoreAcquaint Grown Children with Your Financial Affairs
Awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.
Read MoreFostering a Child
In the spirit of July’s National Make a Difference to Children month, COO Amanda J. Hopkins discusses one way to make an impact on children in need through fostering.
Read MoreBusiness Loans to Children: What Parents Should Know
Here are some things to consider when lending funds for your child’s business venture.
Read MoreGuardianship for Your Children: A Look at the Issues
Selecting a guardian for your children is an extremely personal and important decision. Address these important financial issues before selecting a guardian.
Read MoreFinancial Care for Special Needs Children
Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.
Read More[Whitepaper] Planning for a Special Needs Child
Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.
Read MoreLife Insurance: Changing Times, Changing Needs
Life insurance is just like any other piece of your financial puzzle. Explore how life insurance may relate to you via Judy in this case study!
Read MoreInsurance Protection for Life’s Key Stages
Life cycle planning helps identify insurance needs that are common to particular stages of life. This infographic may help individuals and families examine their insurance requirements in order to make future plans.
Read MoreJune 2022 Market Outlook
The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.
Read MoreSocial Security in Our Time
Only 19 percent of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement.
Read MoreA Look at Guardianship for Older Adults
If incapacity occurs and there are no advance directives, is guardianship a viable option?
Read MoreMortgage Psychology: What To Do & When
In their latest educational video, Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss Mortgage Psychology and how to best allocate resources when purchasing a home.
Read MoreHow Americans Spend and Save
Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.
Read MoreAn Eye on Disability
For those who depend on current earnings, future earning capacity may be their most valuable asset and the one least likely to be protected by insurance.
Read MoreThe Importance of Disability Income Insurance
Financial Consultant Dean Aita stresses the importance of disability income insurance. No matter your profession, it’s in your best interest to protect your most significant asset: your income!
Read MoreThe Need for Disability Income Protection
The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start?
Read MoreBehavioral Finance I, II, & II on Youtube
Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.
Read More10 Tips for Small Business Owners
Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.
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