Protecting Yourself From Identity Theft
Identity theft is impossible to prevent completely. But there are a few strategies you can use to help prevent it.
Roth vs Traditional 401k
Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.
Moving Your 401(k) to Roth IRA Tax-Free
When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.
Assessing Your Retirement Resources
Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.
New Year’s Financial Checklist
The start of the new year is a great time to recommit yourself to achieving your financial goals.
Are You Concerned You’ll Outlive Your Money?
Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.
Use a DAF to Maximize Your Charitable Contributions
If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.
How to Protect Yourself While Helping Others
Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.
What To Do When Your Income Reaches 7 Figures
Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.