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.
The Great Spending Balance
Explore some smart strategies to address with your financial professional—ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.
Year-End Tax Planning Tips
If you think tax-saving strategies are too complicated, you could be missing out on tax savings!
2022 Tax Planning Whitepaper
Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.
Secure Act Whitepaper
More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.
How Charitable Giving Can Lower Your 2019 Tax Bill
Many investors are confused after recent changes to federal tax laws.
Financial Planning & Wellness
Advisor and Certified Financial Planner Andrew Bonetti discusses the basic steps you should take in planning for your future.
Three Retirement Focus Points
Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
Keys to Managing Student Loans
A growing concern for many clients, here are a few keys to understanding student loans and how to effectively manage them.
How to Talk to Clients About Money and Marriage
Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning.
Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children
CCR Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college.
How Advisors Can Help Clients Facing an Empty Nest
Michael Rousseau discusses the importance of supporting your clients facing an empty nest.
Why Advisors Should Keep Politics Out of Portfolios
In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.
