Tax Implications for Charitable Trust
Balancing philanthropic goals with financial planning can be a complex yet rewarding endeavor. One strategy that has gained popularity among those looking to make a lasting impact, while potentially reaping tax benefits, is the charitable trust. This article will explore the concept of charitable trusts, their potential advantages and disadvantages, and factors to consider when…
Giving Back in Retirement
Retirement doesn’t mean the end of giving back! Explore alternative ways to stay active and engaged in your community without breaking the bank.
Make Your Mark Through Sustainable Investing
As retirement approaches, consider leaving a legacy by investing in companies that drive positive change for society and the planet.
A Quick Guide to Socially Responsible Investing
Imagine not only growing your wealth but also contributing to a healthier planet, promoting social justice, and encouraging ethical business practices. It might not be a concept you’ve explored, but it’s entirely possible-and it’s becoming more and more common. This approach is referred to as socially responsible investing (SRI). It’s an increasingly popular investment philosophy…
4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than triple. If you’re the parent of a child with special needs, it’s vital to ensure your child will continue to be provided for after you’re gone. It…
Protect the MVP from Disability
As a business owner, you are crucial to your business’s success. Protect your income and business with disability income insurance.
Tips for Getting the Most Benefit from a 529 Plan
Looking to save on future college costs? Consider a 529 plan!
401(k) vs. IRA: What You Should Know
Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about…
Roadmap to Retirement Tax & Investment Strategies
Discover 6 strategies for retirement savings: Roth IRA, Roth conversions, Catch-up Contributions, Saver’s Credit, Avoiding Early Withdrawal Penalties, and Required Minimum Distributions.
Addressing Care Options Now for Your Aging Parents
Happy National Grandparent’s Day! Let’s take the time to honor our incredible grandparents today and consider how we can support them in the future.
September Is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month – learn more about your options and find the right coverage for you.
How To Know When It’s Time To Sell Your Home
Feeling overwhelmed about selling your home? Let CCR guide you through the process.
Are You Ready to Sell Your Home?
Discover the main factors you should consider when deciding if it makes sense to sell your home.
Empowering Financial Independence for Women
Women face unique financial challenges and need to proactively plan. Work with a financial advisor who understands YOUR unique needs.
6 Smart Strategies to Boost Your Retirement Savings
Check out these six powerful tax and investment strategies that can help you save and pursue your goals for retirement.
Let’s See That “Retirement Smile!”
Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.
Planning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
August is Perfect for Back-to-School Planning
It’s back-to-school time, which means college planning is on the horizon. The earlier you start saving, the easier it will be to send your kids to college.
