CCR Insights

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Estate Planning for the LGBTQ+ Community

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.

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LGBTQ+ Community Has Unique Aging Issues

LGBTQ+ baby boomers experience unique economic and health disparities. Learn how to make long-term care planning, healthcare planning, and needs unique to the LGBTQ+ community part of your financial planning analysis.

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Tips for Leaving an Inheritance to Family

Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.

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Setting Your Family’s Financial Values

Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.

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Staying on Top of Your 401(k) Can Pay Dividends

While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.

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The Power of a Trust

Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.

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Are Financial Advisors Still Relevant in a Digital World?

Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!

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Creating a Comprehensive Estate Plan

Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.

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Tax Strategies For Retirement Account Withdrawals

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.

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Are You In The “Sandwich Generation?”

Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.

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Estate Planning Checklist

Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.

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Estate Planning as a Family

Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.

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Estate Planning for Small Business Owners

If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.

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April is Financial Literacy Month

April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.

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Tips For Improving Financial Health Into Retirement

As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.

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Women & Financial Security

Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.

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Women Approach Investing Differently

Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?

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2024 Annual Tax Guide

New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.

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2024 Tax Planning Whitepaper

Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!

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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.