CCR Insights

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HSA vs PPO: Advantages and Disadvantages

Open enrollment is soon! Two options you should consider are a Health Savings Account plan and a Preferred Provider Organization plan.

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Maximize Your 2024 Healthcare Savings With Your HSA

With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!

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What is an HSA?

Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.

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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.

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Paying Back Your University Loans

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

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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.

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Subsidized vs Unsubsidized Loans

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

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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!

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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!

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The Complex Waters of Aging Parent’s Finances

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

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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!

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Tax & Estate Strategies For Married LGBTQ+ Couples

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

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Revisiting Elder Care Issues

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

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The Role of Caregiver Affects Women Differently

Caregiving can affect women’s professional advancement at work, as well as their ability to save and plan for retirement.

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5 Estate Considerations For The LGBTQ+ Community

LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.

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401(k) Rollovers Can Make or Break Retirement

Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.

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Older Americans: Growing Targets of Financial Fraud

Older generations grew up in a world where it was customary to be courteous and trusting. Unfortunately, this often puts them at greater risk for financial fraud.

Countdown to Retirement

Countdown to Retirement

Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.

America’s Changing Vision of Retirement

As you prepare and save for retirement, give some thought to the kind of retirement you envision for yourself.

How to Minimize Taxes Dueing Market Downturns

How to Minimize Taxes During Market Downturns

Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.