Posts by CCR WM
October 2023 Market Outlook
A look into the current state of the market, as of October 2023.
Read MoreYour CCR Team
In September, the CCR team met in Westboro, MA for our annual meeting. From new faces to familiar ones, check out our updated group photo!
Read MoreChoosing the Best Debt Repayment Strategy
Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.
Read MorePaying Back Your University Loans
Dental students, did you know that several options make it easier to pay off Federal student loans?
Read MoreDear Millennials, We See You
Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.
Read MoreStudent Debt Management
Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.
Read MoreSubsidized vs Unsubsidized Loans
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
Read MoreTips Before Your Child Signs for Student Loans
Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!
Read More6 Questions About 529 Plans
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
Read MoreThe Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
Read MoreNational Women’s Equality Day
CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!
Read MoreCCR & Empire Asset Management Merger
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!
Read MoreAcquaint Grown Children with Your Financial Affairs
Informing adult children about personal, financial, and estate planning information can ensure they take timely action during emergencies.
Read MoreCritical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
Read MoreAvoid Common Missteps When Naming Beneficiaries
Here are typical gaps we see in the estate planning process, which you can avoid by being aware of them.
Read MoreThe Difference Between Trusts and Wills
Do you know the difference between a will and revocable trust? If not, now’s the time to learn.
Read MoreA Quick Primer On Living Wills
Consider implementing a living will to ensure you’re protected in case of the unexpected.
Read MoreDisability Income Insurance—A Partner When You’re in Need
Disability income protection is often left out of planning; however, it can help fill the void when income stops and bills mount.
Read MoreDisability & Your Finances
Rather than depending on social security, consider protecting yourself with disability insurance.
Read MoreThe Complex Waters of Aging Parent’s Finances
This National Parents’ Day, consider taking a second look at your aging parents’ finances.
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