Posts by CCR WM
Get Your Financial Plan on Track for 2024
The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!
Read MoreCCR at AFCA 2024
CCR will be at the 2024 AFCA Conference! Join us at Booth 340.
Read More2024 Updated Income Tax Brackets & More
The IRS released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.
Read MoreYour Year-End Financial Checklist 2023
As 2023 comes to a close, it’s time to take a look at our finances and see what moves will set us on the right path for 2024.
Read MoreEnd-of-the-Year Money Moves 2023
As the year comes to a close, don’t forget to review your financial goals and tick all the boxes for your future!
Read MoreCCR Gives to DCF 2023
We are so proud to have been able to gift 10 boys and girls in DCF care a complete outfit and a toy this holiday season!
Read MoreThe Pros and Cons of Charitable Giving Strategies
Learn how to use the most effective charitable giving strategies this holiday season with our comprehensive guide.
Read MoreTips for Getting the Most Benefit from a 529 Plan
There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!
Read MoreA Lesson in Education Planning
Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.
Read MoreUsing Life Insurance to Fund Your Child’s Education
Investing in a life insurance policy is one way to prep for your child’s higher education, and can provide extra security in the long run.
Read MoreCCR at Habitat for Humanity 2023
Shout out to all the amazing CCR volunteers who came out to help with the Habitat for Humanity project this month!
Read MoreUnderstanding Retirement Benefits for Veterans
Veterans, did you know the US offers Aid & Attendance benefits to support your retirement? Know the facts & all your options!
Read MoreHow Interest Rates Can Impact Your Mortgage Costs
Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.
Read MoreHSA vs PPO: Advantages and Disadvantages
Open enrollment is soon! Two options you should consider are a Health Savings Account plan and a Preferred Provider Organization plan.
Read MoreMaximize Your 2024 Healthcare Savings With Your HSA
With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!
Read MoreWhat is an HSA?
Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.
Read MoreThe Value of Insuring Against Life’s Risks
October is Disability Awareness Month, and a great reminder to invest in our families’ future with disability insurance.
Read MoreYour Cybersecurity Checklist
Don’t be a statistic: follow this checklist to better navigate the situation if you ever experience a data breach.
Read MoreTips for Safeguarding Your Identity Online
Learn the risks associated with divulging your personal info and the steps you need to take to mitigate them below.
Read MoreRecognizing Phishing Emails
Stay safe online by learning to recognize “phishing” emails.
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