Countdown to Retirement
Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.
Business Succession Considerations for Small Business Owners
Small business owners, consider looking into business succession plans, which is aimed at maintaining the future health of businesses.
Mental Health & Group Benefits
Medical insurance companies offer excellent mental health coverage. Let CCR assist you in offering this valuable benefit to your employees.
Diversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.
America’s Changing Vision of Retirement
As you prepare and save for retirement, give some thought to the kind of retirement you envision for yourself.
A Quick Look at Your Life Insurance Needs
How much life insurance is enough? A general rule of thumb is to implement a “needs analysis”, then design a plan to ensure that money will be available to meet those objectives.
The Rationale Behind Permanent Life Insurance
Term insurance premiums can be a significant expense; however, there may be instances where term insurance is the best choice.
How to Minimize Taxes During Market Downturns
Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.
Protect the MVP with Disability Insurance
Coaches, being on the field is key to your team’s success. Having sufficient disability insurance could be key to your family’s success. When was the last time you reviewed your disability insurance?
2023 Annual Tax Guide
Learn where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.
Solidify Your Future with Disability Income Insurance
Have you considered how you’d pay your bills and daily expenses in the event of a disability?
What’s My 2023 Tax Bracket?
Do you know what 2023 tax bracket you fall into? If not, find out using this guide.
Umbrella Insurance
Financial Planner Amanda Hancock discusses what umbrella insurance is and the benefits it may yield to some clients. Watch the full video below!
Celebrating Black History Month: Be Healthy
Regularly checking your net worth helps you assess where you are, measure your progress toward your goals, and build a financial plan.
Support Black Businesses
By supporting Black-owned businesses, you can show your support for the Black community while improving your local economy at the same time.
Protecting Your Financial Information Online
While nothing can guarantee complete safety against tracking, hacking, identity theft, phishing scams, and other cyberspace risks, understanding how to protect your privacy can help minimize your exposure to risk.
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.
