Election Year Retirement Mistakes

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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…

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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…

CCR Corporate Retirement Plan Process

Through a seven-step process, we work with you to define, analyze,
meet and monitor your firm’s retirement plan goals.

Three Retirement Focus Points

Joe discusses 3 focus points to assist plan participants in making the most out of their 401k retirement plan.

Why Pension Plans Can Make Sense for Dental Practices

While pension plans are considered old fashioned by many, don’t be too quick to dismiss them. For some small business owners, including dentists, pension plans are still a good choice.

Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

Four ways financial advisers should help retirement plan sponsor clients avoid a DOL audit

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.

Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

For business owners, few things are more terrifying than a potential IRS tax audit.