CCR Insights


Choosing the Best Debt Repayment Strategy

Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.


Paying Back Your University Loans

Dental students, did you know that several options make it easier to pay off Federal student loans?


Student Debt Management

Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.


Subsidized vs Unsubsidized Loans

Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!


Tips Before Your Child Signs for Student Loans

Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!


6 Questions About 529 Plans

Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!


The Complex Waters of Aging Parent’s Finances

This National Parents’ Day, consider taking a second look at your aging parents’ finances.


Summer: Great Time to Teach Kids About Money

July is National Make a Difference to Children Month, which is a great time to teach your kids about money!


Tax & Estate Strategies For Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community!


Revisiting Elder Care Issues

Existing financial, health care, and living arrangements that were satisfactory at age 65 often require a second look.