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.
ID Theft: Be Prepared, Be Proactive.
What can you do to safeguard identity, credit card numbers and account information online?
ID Theft: How Does it Happen?
Familiarize yourself with the ways a thief might obtain your information with the intent to steal money or commit other crimes.
Long-Term Care Insurance Provides Relief for Caregivers
Adults who become their parents’ primary caregivers often assume considerable physical, emotional, and financial stress. When commitments become overwhelming, consider utilizing the following community services detailed below.
Alzheimer’s and Long-Term Care
While caring for someone with Alzheimer’s can be challenging, there are several options available to help you prepare for the level of care involved at various stages of the disease.
The Three Keys to a Great Password
A great password is often the only thing standing between you and identity theft. But what makes a password secure? Turns out, there are some important guidelines to follow to keep information safe.
What You Need to Know about Financial Fraud
November 14-20, 2021 is International Fraud Awareness Week. Speak to your trusted CCR financial professional about how you can protect yourself and your business from identity thieves and fraudsters.
Vets, Don’t Miss Out on ‘Hidden Benefits’
Many vets may be unaware that the VA offers life insurance—one of several substantial benefits for veterans and their families that you may never have heard of.
Financial Planning for Veterans is Different
Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.
Adult Day Health Centers Benefit Older Adults and Their Caregivers
November is National Alzheimer’s Awareness Month. For caregivers, adult day services can be a welcome antidote to caregiver burnout, providing older adults with the care, stimulation, and socialization that corresponds with quality of life.
Older Americans: Growing Targets of Financial Fraud
Older Americans are growing targets of financial fraud. Learn common scams and how to protect yourself and your information.
Millennials & Retirement
What unique challenges are millennials facing as their retirement years near? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss these challenges as well as planning tips in their latest educational video.
Your Security Online: Staying Ahead Of Hackers
By taking a few simple preventative steps, you can lessen the likelihood you’ll become a victim of hacking.
