CCR Insights


End-of-the-Year Money Moves 2023

As the year comes to a close, don’t forget to review your financial goals and tick all the boxes for your future!


The Pros and Cons of Charitable Giving Strategies

Learn how to use the most effective charitable giving strategies this holiday season with our comprehensive guide.


Tips for Getting the Most Benefit from a 529 Plan

There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!


A Lesson in Education Planning

Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.


Using Life Insurance to Fund Your Child’s Education

Investing in a life insurance policy is one way to prep for your child’s higher education, and can provide extra security in the long run.


Understanding Retirement Benefits for Veterans

Veterans, did you know the US offers Aid & Attendance benefits to support your retirement? Know the facts & all your options!


How Interest Rates Can Impact Your Mortgage Costs

Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.


HSA vs PPO: Advantages and Disadvantages

Open enrollment is soon! Two options you should consider are a Health Savings Account plan and a Preferred Provider Organization plan.


Maximize Your 2024 Healthcare Savings With Your HSA

With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!


What is an HSA?

Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.