CCR Insights


The “Average” Benefit of Dollar Cost Averaging

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.


2023 IRA Deadlines: What You Need to Know

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.


Financial Wellness on Your Path to Retirement

Secure your golden years! Pursue financial wellness in retirement with these key strategies.


How To Support Black-Owned Businesses

By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!


New Year’s Financial Checklist 2024

Start the new year off on a good note with our simple financial checklist!


Money-Saving Tips For Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.


2024 Resolutions to Help Build Financial Independence

Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.


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!


2024 Updated Income Tax Brackets & More

The IRS released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.


Your 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.