Insurance Protection for Life’s Key Stages
Life cycle planning helps individuals and families identify insurance needs that are common to particular stages of life.
Life Insurance: How Much Is Enough?
When determining the appropriate amount of life insurance coverage for your family, you may want to conduct a “needs analysis”.
Revisiting Elder Care Issues
Existing financial, health care, and living arrangements that were satisfactory at age 65 often require a second look.
The Role of Caregiver Affects Women Differently
Caregiving can affect women’s professional advancement at work, as well as their ability to save and plan for retirement.
5 Estate Considerations For The LGBTQ+ Community
LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.
401(k) Rollovers Can Make or Break Retirement
Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.
Older Americans: Growing Targets of Financial Fraud
Older generations grew up in a world where it was customary to be courteous and trusting. Unfortunately, this often puts them at greater risk for financial fraud.
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.
