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.
Five Estate Considerations for the LGBTQ+ Community
Members of the LGBTQ+ community face challenges in having their relationships being considered equal in the eyes of the government.
Secure Act Whitepaper
More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.
Election Year Retirement Mistakes
We want to make sure we are staying in touch with our clients and their staff and helping relieve any retirement related stress they may be experiencing as we work through this unique period of time. With that goal in mind, we put together the attached video for the staff to offer some perspective on…
NY Executive Order – Insurance & Annuity Extended Grace Periods
A recent Executive Order & amendments extend grace periods and grant other rights under your life insurance policy or annuity contract.
Update for Retirement Plan Participants
As we work our way through this difficult time, we want to remind you that your retirement team at CCR Wealth Management is here to help.
Update for Retirement Plan Sponsors
The Cares Act was recently signed into law and it will provide several meaningful benefits for retirement plan participants.
Maximizing Health Insurance Plan Benefits
Advisor Mike Rousseau discusses ways to make sure you are taking full advantage of your health plan benefits.
Life Insurance
Advisors Tom Neilan discusses different types of life insurance and when they are appropriate pieces of a financial plan.
How Charitable Giving Can Lower Your 2019 Tax Bill
Many investors are confused after recent changes to federal tax laws.
Cybersecurity and Identity Theft
Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.
CCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.
