CCR Insights


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!


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.


Maximizing Health Insurance Plan Benefits

Advisor Mike Rousseau discusses ways to make sure you are taking full advantage of your health plan benefits.


What is a Dental Service Organization (DSO)?

Advisor Rich Moore asks Emily Tetreault of Rosen & Associates questions on what DSO’s are and its advantages and disadvantages.


Thinking of Selling Your Dental Practice? 4 Things You Should Know

Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin to mull a sale of your business.


Why Pension Plans Can Make Sense for Dental Practices

For some small business owners, pension plans are a broad financial planning tool that may help slash near- and long-term tax burden.


Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.


Got Dental Student Loan Debt? Some Tricks to Help You Tackle It

Student loan debt can inhibit dentists’ ability to save money, plan for retirement, buy a house, or get married. There’s a way to alleviate the debt.


Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.


Top Insurance Strategies For Small Business Owner Clients

As financial advisors, we’ve all encountered small business owner clients who are living the American dream.


Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.


Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

For business owners, few things are more terrifying than a potential IRS tax audit.