Posts by CCR WM
Are 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!
Read More2024 Annual Tax Guide
New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.
Read More2024 Tax Planning Whitepaper
Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!
Read MoreThe “Average” Benefit of Dollar Cost Averaging
Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.
Read More2023 IRA Deadlines: What You Need to Know
Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.
Read MoreFinancial Wellness on Your Path to Retirement
Secure your golden years! Pursue financial wellness in retirement with these key strategies.
Read MoreHow To Support Black-Owned Businesses
By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!
Read MoreNew Year’s Financial Checklist 2024
Start the new year off on a good note with our simple financial checklist!
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