Posts by CCR WM
The Complex Waters of Aging Parent’s Finances
This National Parents’ Day, consider taking a second look at your aging parents’ finances.
Read MoreJuly 2023 Market Outlook
The second half of 2023 is likely to be less celebratory than the first half has been. Don’t fight the Fed!
Read MoreThe Importance of Diversification
Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.
Read MoreDiversification: Blending Your Investment Ingredients
Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.
Read MoreDiversification & Correlation
Investors need to know the difference between diversification and correlation, as your diversification strategy may not work as you intended.
Read MoreSummer: Great Time to Teach Kids About Money
July is National Make a Difference to Children Month, which is a great time to teach your kids about money!
Read MorePermanent vs. Term Insurance
When choosing life insurance coverage, take a closer look at the short- and long-term benefits of permanent vs term insurance.
Read MoreTax & Estate Strategies For Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community!
Read MoreInsurance Protection for Life’s Key Stages
Life cycle planning helps individuals and families identify insurance needs that are common to particular stages of life.
Read MoreLife Insurance: How Much Is Enough?
When determining the appropriate amount of life insurance coverage for your family, you may want to conduct a “needs analysis”.
Read MoreRevisiting Elder Care Issues
Existing financial, health care, and living arrangements that were satisfactory at age 65 often require a second look.
Read MoreThe Role of Caregiver Affects Women Differently
Caregiving can affect women’s professional advancement at work, as well as their ability to save and plan for retirement.
Read MoreMerger of Our Cetera Advisors Teams
We are pleased to announce that a smaller, local Branch of Cetera Advisors will be merging with CCR Wealth!
Read More5 Estate Considerations For The LGBTQ+ Community
LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.
Read MoreRevamped Website
We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!
Read More401(k) Rollovers Can Make or Break Retirement
Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.
Read MoreOlder Americans: Growing Targets of Financial Fraud
Older generations grew up in a world where it was customary to be courteous and trusting. Unfortunately, this often puts them at greater risk for financial fraud.
Read MoreCountdown to Retirement
Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.
Read MoreCCR Attended the Annual Worcester Women’s Leadership Conference
On May 4th, some of the brightest women of CCR attended the Annual Worcester Women’s Leadership Conference!
Read MoreBusiness Succession Considerations for Small Business Owners
Small business owners, consider looking into business succession plans, which is aimed at maintaining the future health of businesses.
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