CCR Insights


Estate Planning for Small Business Owners

If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.

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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.

Diversification & Small Business

Diversification & Small Business

As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.

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10 Tips for Small Business Owners

Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.


How Diversification Can Help Small Business Owners Manage Risk

We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.


Three Retirement Focus Points

Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.


Thinking of Selling Your Dental Practice? 4 Things You Should Know

Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin to mull a sale of your business.


How to Help Small Business Owners Prep For a Sale

In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.


Why Pension Plans Can Make Sense for Dental Practices

For some small business owners, pension plans are a broad financial planning tool that may help slash near- and long-term tax burden.


Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.


Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.


Top Insurance Strategies For Small Business Owner Clients

As financial advisors, we’ve all encountered small business owner clients who are living the American dream.


Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.


Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

For business owners, few things are more terrifying than a potential IRS tax audit.