Posts by CCR WM
6 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.
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.
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