CCR Insights

392

Five Habits to Approach Retirement with Confidence

Retirement marks a new chapter, one that often requires a shift in both strategy and mindset. After decades of saving, moving into the distribution phase can feel overwhelming. The good news? With the right habits, you can approach this stage with confidence and clarity. Here are five practical habits to consider: 1. Schedule Regular Financial…

391

Build Strong Financial Habits for Retirement

Retirement isn’t the end of planning; it’s the start of a new chapter called the distribution phase. This stage focuses on preserving savings, creating a reliable income, and preparing for surprises. With the right habits, you can enjoy financially independent, work-optional years while avoiding risks that may erode your stability. Here are six habits that…

387

5 Unexpected Costs That Can Disrupt Retirement

Unexpected costs can throw off even the best plans. Here are 5 expenses retirees often overlook and how proactive planning can help you stay on track.

386

What Does “Adjusted for Inflation” Mean?

Explore how inflation adjustments can affect your retirement planning.

385

Healthcare Costs in Retirement

Take control of your future — start understanding your retirement healthcare needs today!

384

New Retirement Contribution Limits for 2026

While the 2026 contribution limit changes are subtle, even small updates can impact your financial strategy.

383

2026 IRA Deadlines Are Approaching

Here’s what you need to know about the 2026 IRA deadlines, including key updates and distinctions to help you plan ahead.

375

Social Security COLA and Medicare Part B Premiums

The Social Security Administration announced a 2.8% increase in benefits for 71 million Americans in 2026. However, remember that Medicare Part B premiums can impact your finances.

365

Maximize Retirement with Year-End Financial Moves

From tax-efficient planning to insurance reviews, we’ll help you align your investments and prepare for 2026 confidently!

366

Surprising Stats from the 2025 Retirement Confidence Survey

The EBRI Retirement Confidence Survey reveals how Americans truly feel about retirement, and the most recent stats have proven to be surprising.