Choosing the Best Debt Repayment Strategy
Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.
Paying Back Your University Loans
Dental students, did you know that several options make it easier to pay off Federal student loans?
Dear Millennials, We See You
Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.
Student Debt Management
Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.
Subsidized vs Unsubsidized Loans
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
Tips Before Your Child Signs for Student Loans
Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!
6 Questions About 529 Plans
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
Acquaint Grown Children with Your Financial Affairs
Informing adult children about personal, financial, and estate planning information can ensure they take timely action during emergencies.
Critical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
Avoid Common Missteps When Naming Beneficiaries
Here are typical gaps we see in the estate planning process, which you can avoid by being aware of them.
The Difference Between Trusts and Wills
Do you know the difference between a will and revocable trust? If not, now’s the time to learn.
Disability Income Insurance—A Partner When You’re in Need
Disability income protection is often left out of planning; however, it can help fill the void when income stops and bills mount.
Disability & Your Finances
Rather than depending on social security, consider protecting yourself with disability insurance.
The Complex Waters of Aging Parent’s Finances
This National Parents’ Day, consider taking a second look at your aging parents’ finances.
The Importance of Diversification
Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.
Diversification & Correlation
Investors need to know the difference between diversification and correlation, as your diversification strategy may not work as you intended.
Summer: Great Time to Teach Kids About Money
July is National Make a Difference to Children Month, which is a great time to teach your kids about money!
Diversification: Blending Your Investment Ingredients
Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.