Understanding Qualified Charitable Distributions (QCDs)
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some factors to consider with QCDs and how they’ve changed based on recent legislation, such as the SECURE…
5 Financial Steps Before Starting Your Home Search
Doing some financial housekeeping before purchasing a home can pay dividends in the long run, especially if you’re attempting to buy in a competitive market.
Voice of Business – Worcester Regional Chamber of Commerce Interview
Vincenzo Palmerino gave a spectacular interview on the Worcester Regional Chamber of Commerce’s radio show, the Voice of Business!
IRS 2025 Tax Brackets
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start thinking ahead. The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the…
Strategies for Balancing Family and Financial Security
Striking the right work-life balance is crucial for avoiding burnout, reducing stress, and nurturing relationships. Here are 10 strategies that balance family and financial security!
Giving Back in Retirement
Retirement doesn’t mean the end of giving back! Explore alternative ways to stay active and engaged in your community without breaking the bank.
Tips for Getting the Most Benefit from a 529 Plan
Looking to save on future college costs? Consider a 529 plan!
401(k) vs. IRA: What You Should Know
Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about…
Roadmap to Retirement Tax & Investment Strategies
Discover 6 strategies for retirement savings: Roth IRA, Roth conversions, Catch-up Contributions, Saver’s Credit, Avoiding Early Withdrawal Penalties, and Required Minimum Distributions.
Addressing Care Options Now for Your Aging Parents
Happy National Grandparent’s Day! Let’s take the time to honor our incredible grandparents today and consider how we can support them in the future.
Empowering Financial Independence for Women
Women face unique financial challenges and need to proactively plan. Work with a financial advisor who understands YOUR unique needs.
6 Smart Strategies to Boost Your Retirement Savings
Check out these six powerful tax and investment strategies that can help you save and pursue your goals for retirement.
Let’s See That “Retirement Smile!”
Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.
Planning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
August is Perfect for Back-to-School Planning
It’s back-to-school time, which means college planning is on the horizon. The earlier you start saving, the easier it will be to send your kids to college.
Military Veterans and Customized Financial Planning
CCR financial professionals can make sure our veterans get the support they need!
Managing Debt: Don’t Go It A-Loan
Are you juggling multiple loan payments each month? With the right plan, you can go from just getting by to getting ahead.
Choosing the Best Debt Repayment Strategy
Tackling debt can be overwhelming, but there are two proven methods for success: avalanche and snowball. Ready to take control of your finances?
