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?
The Power of Compound Interest: A Key to Building Wealth
Understanding compound interest is crucial for financial success. Don’t miss out on this key concept for building wealth!
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.
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.
