Behavioral Finance & Market Outcomes E-book

Behavioral Finance & Market Outcomes E-book

CCR is pleased to announce the release of our newest educational material: a 35-page e-book on the complex but highly intuitive topic of Behavioral Finance, written by John Maher, CFA and CIO. Now, you might be scratching your head and asking what Behavioral Finance is and why it’s so important as to warrant its own e-book.…

e53be3b9-678f-4ebf-ae9b-28a19d9d3a61

Secure Act Whitepaper

The bill is intended to provide additional incentives to help people save more for retirement over a longer period of time, among other changes. The ideas behind the SECURE Act had been worked on for years before they were folded into a broader spending bill in late 2019. The bill passed on December 20, 2019,…

retire

Election Year Retirement Mistakes

We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…

NY Executive Order – Insurance & Annuity Extended Grace Periods

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a…

part

Update for Retirement Plan Participants

As we work our way through this difficult time, we wanted to reach out to remind you that your retirement team at CCR Wealth Management is here to help. As the Advisors to your workplace retirement program, we’re here to help you continue to make progress towards retirement despite the challenging environment we find ourselves…

Update for Retirement Plan Sponsors

We are all trying to acclimate to our new reality and find the most effective ways to protect our families, friends and businesses through this crisis. In that spirit, we wanted to reach out to remind you that your retirement team is here to serve as a resource through this challenging time. Whether you’d like…

Maximizing Health Insurance Plan Benefits

Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.

Life Insurance

Listen to one of our advisors Tom Neilan discuss the different types of life insurance and when they are appropriate pieces of a financial plan.

How Charitable Giving Can Lower Your 2019 Tax Bill

Many investors are confused after recent changes to federal tax laws.

Cyber-security

Learn what you need to be doing to safeguard yourself against Cyber-security and Identity Theft.