Are You Ready to Sell Your Home?
Discover the main factors you should consider when deciding if it makes sense to sell your home.
The Power of a Trust
Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.
What is an HSA?
Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.
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.
The Importance of Diversification
Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.
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!
Roth vs Traditional 401k
Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.
Millennials & Retirement
What unique challenges are millennials facing as their retirement years near? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss these challenges as well as planning tips in their latest educational video.
Financial Planning
Learn how our planning process aligns your unique needs with your unique financial objectives. Let’s work together to create a roadmap to your future goals!
Healthcare Planning
Are you prepared for future healthcare costs? Watch this video to find out why it’s important to plan now for the high cost of healthcare in retirement.
Retirement Income Education
Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.
Behavioral Finance I, II, & II on Youtube
Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.
SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals
Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.
Dollar-Cost Averaging
What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy.
1099s & Working With a Tax Preparer
Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!
February 2020 Market Outlook Video
John Maher, CIO, discusses analyzing forecasters, valuations, earnings, and their effects on the markets in this February Market Outlook.
Maximizing Health Insurance Plan Benefits
Advisor Mike Rousseau discusses ways to make sure you are taking full advantage of your health plan benefits.
Life Insurance
Advisors Tom Neilan discusses different types of life insurance and when they are appropriate pieces of a financial plan.
