CCR Insights


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

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

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.