Posts by CCR WM
Habitat 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.
Read MoreCCR listed on the Financial Times Top 401 Retirement Advisors
We are proud to be named in the 2018 edition of the Financial Times 401 Top Retirement Advisers.
Read MoreCCR Purchases Books for Local Classroom
This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.
Read MoreCommunity Harvest 2018
CCR harvested eggplant, tomatoes and peppers for the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.
Read MoreCCR listed as a Top Firm by AUM 2018
CCR has been named once again to Accounting Today’s annual ranking of the Top 150 CPA Firms by Assets Under Management.
Read MoreVeterans Inc. – Stand Down 2018
This year we supported the Stand Down event by collecting socks of all types to be donated to the vets.
Read MoreMarch for Babies 2018
We had a great time at the March for Babies Walk in Worcester, MA – our tie-dye t-shirts went great with the purple!
Read MoreEarth Day Cleanup 2018
Each year we choose a local spot that needs to be cleaned up in honor of Earth Day.
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