CCR Insights

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ID Theft: Be Prepared, Be Proactive.

What can you do to safeguard identity, credit card numbers and account information online?

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ID Theft: How Does it Happen?

Familiarize yourself with the ways a thief might obtain your information with the intent to steal money or commit other crimes.

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Long-Term Care Insurance Provides Relief for Caregivers

Adults who become their parents’ primary caregivers often assume considerable physical, emotional, and financial stress. When commitments become overwhelming, consider utilizing the following community services detailed below.

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Alzheimer’s and Long-Term Care

While caring for someone with Alzheimer’s can be challenging, there are several options available to help you prepare for the level of care involved at various stages of the disease.

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The Three Keys to a Great Password

A great password is often the only thing standing between you and identity theft. But what makes a password secure? Turns out, there are some important guidelines to follow to keep information safe.

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What You Need to Know about Financial Fraud

November 14-20, 2021 is International Fraud Awareness Week. Speak to your trusted CCR financial professional about how you can protect yourself and your business from identity thieves and fraudsters.

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Vets, Don’t Miss Out on ‘Hidden Benefits’

Many vets may be unaware that the VA offers life insurance—one of several substantial benefits for veterans and their families that you may never have heard of.

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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.

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Adult Day Health Centers Benefit Older Adults and Their Caregivers

November is National Alzheimer’s Awareness Month. For caregivers, adult day services can be a welcome antidote to caregiver burnout, providing older adults with the care, stimulation, and socialization that corresponds with quality of life.

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Older Americans: Growing Targets of Financial Fraud

Older Americans are growing targets of financial fraud. Learn common scams and how to protect yourself and your information.

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Millennials & Retirement

What unique challenges are millennials facing as their retirement years near? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss these challenges as well as planning tips in their latest educational video.

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Your Security Online: Staying Ahead Of Hackers

By taking a few simple preventative steps, you can lessen the likelihood you’ll become a victim of hacking.

110

Health Insurance: How’s Your Coverage?

If you want to supplement your employer-provided coverage, or buy a complete health insurance package, here are some things you should consider.

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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.

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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!

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Your Security Online: Recognizing Suspicious Content

It’s important to stay safe online. Here’s a list of some of the common types of suspicious content and how to recognize it so you’re ready to navigate this tricky new reality.

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Healthcare Planning

Are you prepared for future healthcare costs? Watch this video to find out why it’s important to plan now for the high cost of healthcare in retirement.

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Be Cyber Smart

Phishing attacks use email or malicious websites to infect your machine with malware and viruses which collect personal and financial information.

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Retirement Income Education

Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.

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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.