2022 Tax Planning Whitepaper

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2022 Tax Planning Whitepaper

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal,…

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2021 China Regulations Commentary

Investment Analyst and CFA Chloe Gu takes a look at recent regulatory news out of China, including commentary on CCR Wealth Management’s outlook on the future of investing in China. Watch both parts below or on the CCR Youtube channel!

Estate Considerations for the LGBTQ Community

Five Estate Considerations for the LGBTQ+ Community

Members of the LGBTQ+ community have faced numerous challenges on the road to having their relationships being considered equal in the eyes of the government.

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Secure Act Whitepaper

The bill is intended to provide additional incentives to help people save more for retirement over a longer period of time, among other changes. The ideas behind the SECURE Act had been worked on for years before they were folded into a broader spending bill in late 2019. The bill passed on December 20, 2019,…

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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…

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NY Executive Order – Insurance & Annuity Extended Grace Periods

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a…

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Update for Retirement Plan Participants

Now that a disrupted 1st quarter has ended, it might be a great time to schedule a 15-minute call or web meeting with us to review your retirement outlook.

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Update for Retirement Plan Sponsors

We are all trying to acclimate to our new reality and find the most effective ways to protect our families, friends and businesses through this crisis. In that spirit, we wanted to reach out to remind you that your retirement team is here to serve as a resource through this challenging time. Whether you’d like…

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Maximizing Health Insurance Plan Benefits

Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.

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Life Insurance

Listen to one of our advisors Tom Neilan discuss the different types of life insurance and when they are appropriate pieces of a financial plan.