Posts by CCR WM
October 2019 Market Outlook I: Market Outlook/Commodities
Learn more about commodities in the Intro to our October 2019 Market Outlook
Read MoreOctober 2019 Market Outlook Summary
A brief outlook into the October 2019 market outlook before a more detailed version is published.
Read MoreCybersecurity and Identity Theft
Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.
Read MoreCCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.
Read MoreCCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
Read MoreWhat is a Dental Service Organization (DSO)?
Advisor Rich Moore asks Emily Tetreault of Rosen & Associates questions on what DSO’s are and its advantages and disadvantages.
Read MoreWhat’s New with CCR 2019
We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
Read MoreHabitat for Humanity – Operation Playhouse
CCR participated in Habitat for Humanity’s Operation Playhouse, a program that benefits local veterans and military families and their children.
Read MoreFinancial Planning & Wellness
Advisor and Certified Financial Planner Andrew Bonetti discusses the basic steps you should take in planning for your future.
Read MoreMarch for Babies 2019
Each year CCR raises money and participates in the local March of Dimes March for Babies walk in Worcester, MA.
Read MoreThree Retirement Focus Points
Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
Read MoreCCR on Forbes Best in State List
CCR is honored to once again be listed on the Forbes Best in State List 2019!
Read More2019 Federal Income Taxes
View a handy graph concerning the 2019 federal income taxes!
Read MoreGTM Periodic Table
The GTM Periodic Table is what we call a “periodic table” of asset-type returns.
Read MoreCFA Boston Market Dinner
CCR is proud to sponsor the @CFABoston #CFABMarketDinner!
Read MoreImportant Tax Info for 2019
It’s Tax Time Again! View the video presented by Lisa Comeau on important tax time information.
Read MoreCoats for Kids 2019
WOW – we just filled our entire 18 foot table with 65 COATS and 16 HATS/MITTENS for the local Department of Children and Families office!
Read MoreNew Year, New IRS Cost of Living Adjustments
The IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
Read MoreCCR Named to the 2018 NAPA Top DC Advisor Teams List
CCR is proud to be recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market.
Read MoreSalvation Army Thanksgiving Dinner Distribution
Our team volunteered at the Salvation Army’s Thanksgiving Dinner Distribution, where 2,000 families received a Thanksgiving Dinner including all the fixings.
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