CCR Insights


Annual Reviews

It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.


401(K) Vs. IRA: What You Should Know

Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.


Real Financial Issues in the LGBTQ+ Community

Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.


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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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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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!


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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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.


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.


2023 IRA Deadlines: What You Need to Know

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.


Financial Wellness on Your Path to Retirement

Secure your golden years! Pursue financial wellness in retirement with these key strategies.


New Year’s Financial Checklist 2024

Start the new year off on a good note with our simple financial checklist!


Money-Saving Tips For Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.


2024 Resolutions to Help Build Financial Independence

Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.


Get Your Financial Plan on Track for 2024

The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!