CCR Insights


Estate Planning for Small Business Owners

If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.

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April is Financial Literacy Month

April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.


Tips For Improving Financial Health Into Retirement

As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.


Women & Financial Security

Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.


Women Approach Investing Differently

Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?


2024 Annual Tax Guide

New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.


2024 Tax Planning Whitepaper

Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!


The “Average” Benefit of Dollar Cost Averaging

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.


2023 IRA Deadlines: What You Need to Know

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.


Financial Wellness on Your Path to Retirement

Secure your golden years! Pursue financial wellness in retirement with these key strategies.


How To Support Black-Owned Businesses

By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!


New Year’s Financial Checklist 2024

Start the new year off on a good note with our simple financial checklist!


Money-Saving Tips For Managing Your Subscriptions

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.


2024 Resolutions to Help Build Financial Independence

Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.


Get Your Financial Plan on Track for 2024

The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!


2024 Updated Income Tax Brackets & More

The IRS released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.


Your Year-End Financial Checklist 2023

As 2023 comes to a close, it’s time to take a look at our finances and see what moves will set us on the right path for 2024.


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!