What To Do When Your Income Reaches 7 Figures
Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.
Financial Planning for Veterans is Different
Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.
Five Financial Tips For New Parents
As a new parent, you may have considered the cost of having a child and the related increase in your regular expenses. But you may not have considered updating your financial strategy and reprioritizing how you spend and save your income.
Financial Planning
Learn how our planning process aligns your unique needs with your unique financial objectives. Let’s work together to create a roadmap to your future goals!
Understanding the Estate Planning Process
A well-structured estate plan can be invaluable. Through it, you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.
The Biggest Financial Pressures Facing Retirees (& How to Plan for Them)
Retirement benefits aren’t what they used to be, but there are actions you can take to get the most out of your existing benefits.
Building Wealth and Avoiding Taxes with Roth IRA
As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.
Retirement Strategies for Millennials
Retirement looks different now than it did for prior generations, and many Millennials worry that Social Security will not be available for them when they retire.
10 Tips for Small Business Owners
Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.
How A Financial Plan Helps Endure Market Volatility
Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.
Six Important Financial Strategies for Your 20s and 30s
Personal finance goals look a little different when you’re in your 20s and 30s. Working with a financial professional may help get you out of debt faster, save for important goals, and give you a head start on retirement.
SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.
Benefits of Working with a Financial Professional
Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.
Dollar-Cost Averaging
What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy.
Six Wise Ways to Use Your Tax Refund
When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.
Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)
Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.
Continue to Care for Your Family: Final Expense Insurance
For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.
1099s & Working With a Tax Preparer
Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!
Behavioral Finance & Market Outcomes Ebook
Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.
