CCR Insights


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.


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.


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.


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.


Estate Planning Checklist

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


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.


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.


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.


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.


Women Approach Investing Differently

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


2024 Annual Tax Guide

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


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!


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.