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.
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.
