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.
CCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
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.
Corporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
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.
Social Security Scam & FAQ’s
There is a current scam regarding Social Security going around the country right now that we would like you to be aware of.
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.
