CCR Insights

332

Exploring the Federal Student Grant Program

Don’t overlook the various federal grants awarded to students in need each year! Here’s what you need to know.

330

Social Security Myths vs. Reality

When it comes to Social Security, many people have more questions than answers. By separating facts from fiction, you can make more informed decisions about your retirement planning.

328

Money-Saving Tips to Build Wealth

Despite economic headwinds, wealth building is within your reach if you follow these tips! With CCR, you can stay intentional, plan wisely, and leverage smart strategies for success.

326

Retirement Savings Goals: How to Help Make Up for Lost Time

Realizing your retirement savings fall short can be daunting, but remember: life’s journey is rarely a straight line and it’s never too late to pivot!

321

Debunking Money Myths: Saving is Impossible in This Economy

Many feel it’s impossible to build wealth given rising housing costs and inflation squeezing budgets. While these economic challenges are real, building wealth is still achievable!

316

Tax Efficient Withdrawal Strategies for Retirement

Managing income during retirement is often less straightforward than it was during working years. Instead of accumulating wealth, you’re now spending that hard-earned nest egg. By implementing effective tax strategies, you can potentially reduce your tax burden and maximize your retirement income.   The Power of Tax Diversification Tax diversification involves spreading your savings across…

315

A Comprehensive Guide to Tax Intelligent Planning 2025

Dive into our comprehensive tax planning guide to learn how to minimize taxes and maximize your income during retirement!

314

Tips for Practicing Good Portfolio Hygiene

Do you have good portfolio hygiene? Here’s how setting clear financial goals, developing a long-term plan, and conducting regular “check-ups” can help mitigate risks posed by market and economic shifts.

312

Reduce Your Tax Burden with 5 Strategies

As your assets grow, consider ways to maximize returns and minimize taxes with these 5 tax-efficient investment strategies!

310

Social Security & The Tax Factor

Did you know that once you start receiving Social Security, up to 85% of your benefits may be taxable?

308

2025 Retirement Contribution Limits and Updates

Significant changes to contribution limits and income restrictions offer new opportunities for savers, especially for those utilizing 401(k)s, IRAs, and catch-up contributions. Here’s a comprehensive guide to these updates!

306

Estimating the Cost of College

It doesn’t take a degree in finance to see that the cost of college continues to rise. If your child is approaching college age, a good first step is estimating the potential costs.

302

Making Cash Flow Count with Tax-Smart Strategies

When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals.

301

From Saving to Spending Build a Tax-Smart Withdrawal Strate

A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!

300

5 Tax Strategies to Maximize Returns and Minimize Burdens

Learn how to boost returns and minimize taxes with five simple strategies.

299

Social Security Says 2.5% COLA in 2025

Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.

298

2025 Federal Income Tax Charts

Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.

296

Explore the Potential of Charitable Trusts

Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!

295

Year-End Charitable Giving Strategies to Consider

As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…

294

Turn Your RMDs into Charitable Donations

High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!