CCR Insights

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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.

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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.

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Real Financial Issues in the LGBTQ+ Community

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

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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!

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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.

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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.

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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.

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2024 Annual Tax Guide

New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.

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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!

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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.

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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.

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Financial Wellness on Your Path to Retirement

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

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New Year’s Financial Checklist 2024

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

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Money-Saving Tips For Managing Your Subscriptions

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

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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.

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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!