Posts by CCR WM
Annual Reviews
It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.
Read MoreLeaving a Legacy Saving for Your Family’s Financial Future
Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.
Read MoreJuly 2024 Market Outlook
A look into the current state of the market as of July 2024.
Read More401(K) Vs. IRA: What You Should Know
Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.
Read MoreNew Opportunities for LGBTQ+ Business Owners
Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.
Read MoreDon’t Delay an Important Discussion
If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.
Read MoreReal Financial Issues in the LGBTQ+ Community
Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.
Read MoreWhat to Expect When Working with Your Estate Planning Team
When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.
Read MoreEstate Planning for the LGBTQ+ Community
Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.
Read MoreLGBTQ+ Community Has Unique Aging Issues
LGBTQ+ baby boomers experience unique economic and health disparities. Learn how to make long-term care planning, healthcare planning, and needs unique to the LGBTQ+ community part of your financial planning analysis.
Read MoreTips for Leaving an Inheritance to Family
Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.
Read MoreSetting Your Family’s Financial Values
Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.
Read MoreStaying on Top of Your 401(k) Can Pay Dividends
While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.
Read MoreThe Power of a Trust
Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.
Read MoreAre Financial Advisors Still Relevant in a Digital World?
Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!
Read MoreCreating a Comprehensive Estate Plan
Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.
Read MoreTax Strategies For Retirement Account Withdrawals
With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.
Read MoreAre 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!
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