Posts by CCR WM
Kara Stein Memorial Golf Tournament
We were thrilled to sponsor and participate in the Kara Stein Memorial Golf Tournament on July 13! The event honors Kara Stein, a math teacher at St. Benedict’s who unfortunately passed from ovarian cancer at a young age. Kara was a dear family friend of Justin Chatelle, a financial consultant here at CCR. Proceeds from…
Read More2026 EBRI Report Results – Retirement Confidence
See how your retirement confidence stacks up from retirement readiness to Social Security reliance.
Read MoreHow to Make Your Retirement Go Further as Costs Rise
With the right preparation and regular reviews, you can navigate these economic changes confidently.
Read MoreHow to Keep Building Wealth When Costs Rise
You don’t have to sacrifice your retirement dreams. With the right preparation and regular reviews, you can navigate rising costs confidently.
Read MoreBoston Area Gleaners
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Read MoreAssess Your Life Insurance Needs Calculator
Did you know that many people believe they don’t carry enough life insurance? Our simple calculator can provide general guidelines to consider and help you in creating a course of action! Access the calculator using the link here. Follow us on social media for more timely content delivered directly to your news feed! LinkedInFacebookTwitterInstagram
Read MoreNational Insurance Awareness Day
Today is National Insurance Awareness Day! Ensure you and your family are covered should an unexpected event happen.
Read MoreTalk To Your Family Before Retirement
As retirement approaches, it’s natural to focus on the financial transition ahead, shifting from saving to spending, planning income, and thinking about longevity. But retirement often brings other changes in family roles, expectations, and responsibilities. Too often, conversations about retirement plans, finances, and legacy are postponed until circumstances force them to happen, such as after…
Read MoreWhat to Look for in an Extended-Care Policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
Read MoreCAPTCHA Scams Are on the Rise
Here’s what you need to know about CAPTCHA scams.
Read MoreFinancial Tips for LGBTQ+ Investors
LGBTQ+ couples experience unique economic and health disparities. Your CCR financial professional can take these unique challenges into account.
Read More2026 Connecticut State Dental Association Golf Tournament
What You Need to Know About Trump Accounts
In January, the Treasury Department said more than a million people had signed up for Trump accounts. Are you eligible?
Read MoreFirst Year of Retirement: What to Expect
The first year of retirement isn’t about filling your time; it’s about finding your rhythm.
Read MoreGood Health is Good Business
May is Mental Health Awareness Month, and employer wellness programs are bearing fruit.
Read MoreExploring Retirement Plans for Small Businesses
Choosing a retirement plan for your small business is a crucial decision that impacts both you and your employees.
Read MoreDeciding When to Take Social Security
When should you start taking social security benefits? The timing of this decision can significantly impact your retirement income.
Read MoreHow to Pass Down Financial Values Alongside Wealth
When it comes to legacy planning, assets are usually the easy part. However, financial values don’t pass through documentation. Here are tips for speaking to your family about wealth.
Read MoreApril 2026 Market Outlook
Take a look at the current state of the market with our CIO John Maher.
Read MoreDiscussing Your Retirement, Legacy, and Financial Plans with Family
Starting these discussions earlier can create clarity and shared understanding long before they’re urgently needed.
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