Posts by CCR WM
A Quick Guide to Socially Responsible Investing
Imagine not only growing your wealth but also contributing to a healthier planet, promoting social justice, and encouraging ethical business practices. It might not be a concept you’ve explored, but it’s entirely possible—and it’s becoming more and more common. This approach is referred to as socially responsible investing (SRI). It’s an increasingly popular investment philosophy…
Read More4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone. It…
Read MoreProtect the MVP from Disability
As a business owner, you are crucial to your business’s success. Protect your income and business with disability income insurance.
Read MoreTips for Getting the Most Benefit from a 529 Plan
Looking to save on future college costs? Consider a 529 plan!
Read More401(k) vs. IRA: What You Should Know
Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about…
Read MoreRoadmap to Retirement Tax & Investment Strategies
Discover 6 strategies for retirement savings: Roth IRA, Roth conversions, Catch-up Contributions, Saver’s Credit, Avoiding Early Withdrawal Penalties, and Required Minimum Distributions.
Read MoreAddressing Care Options Now for Your Aging Parents
Happy National Grandparent’s Day! Let’s take the time to honor our incredible grandparents today and consider how we can support them in the future.
Read MoreSeptember Is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month – learn more about your options and find the right coverage for you.
Read MoreHow To Know When It’s Time To Sell Your Home
Feeling overwhelmed about selling your home? Let CCR guide you through the process.
Read MoreAre You Ready to Sell Your Home?
Discover the main factors you should consider when deciding if it makes sense to sell your home.
Read MoreEmpowering Financial Independence for Women
Women face unique financial challenges and need to proactively plan. Work with a financial advisor who understands YOUR unique needs.
Read More6 Smart Strategies to Boost Your Retirement Savings
Check out these six powerful tax and investment strategies that can help you save and pursue your goals for retirement.
Read MoreLet’s See That “Retirement Smile!”
Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.
Read MorePlanning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
Read MoreAugust is Perfect for Back-to-School Planning
It’s back-to-school time, which means college planning is on the horizon. The earlier you start saving, the easier it will be to send your kids to college.
Read MoreMilitary Veterans and Customized Financial Planning
CCR financial professionals can make sure our veterans get the support they need!
Read MoreManaging Debt: Don’t Go It A-Loan
Are you juggling multiple loan payments each month? With the right plan, you can go from just getting by to getting ahead.
Read MoreChoosing the Best Debt Repayment Strategy
Tackling debt can be overwhelming, but there are two proven methods for success: avalanche and snowball. Ready to take control of your finances?
Read MoreThe Power of Compound Interest: A Key to Building Wealth
Understanding compound interest is crucial for financial success. Don’t miss out on this key concept for building wealth!
Read MoreProtect Against a Scorching Market
The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.
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