529 Plans Can Now Cover More Than College
Here’s some good news about 529 plans that could change how you think about education savings. For years, these accounts have been straightforward college savings vehicles: contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed. Tuition, room and board, maybe some books. That’s all changed. Recent federal legislation, specifically the SECURE 2.0 Act…
2027 Medicare Parts A & B Premiums Announced
The Centers for Medicare & Medicaid Services (CMS) has released the Medicare Part A and Part B premiums and deductibles for 2027.
Choosing a Retirement Plan that Fits Your Business
Learn about the three most popular employer-sponsored retirement plan options: SIMPLE IRAs, SEP IRAs, and 401(k)s.
Kara Stein Memorial Golf Tournament
We were thrilled to sponsor and participate in the Kara Stein Memorial Golf Tournament on July 13! The event honors Kara Stein, a math teacher at St. Benedict’s who unfortunately passed from ovarian cancer at a young age. Kara was a dear family friend of Justin Chatelle, a financial consultant here at CCR. Proceeds from…
2026 EBRI Report Results – Retirement Confidence
See how your retirement confidence stacks up from retirement readiness to Social Security reliance.
How to Make Your Retirement Go Further as Costs Rise
With the right preparation and regular reviews, you can navigate these economic changes confidently.
How to Keep Building Wealth When Costs Rise
You don’t have to sacrifice your retirement dreams. With the right preparation and regular reviews, you can navigate rising costs confidently.
Boston Area Gleaners
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Assess Your Life Insurance Needs Calculator
Did you know that many people believe they don’t carry enough life insurance? Our simple calculator can provide general guidelines to consider and help you in creating a course of action! Access the calculator using the link here. Follow us on social media for more timely content delivered directly to your news feed! LinkedIn Facebook…
National Insurance Awareness Day
Today is National Insurance Awareness Day! Ensure you and your family are covered should an unexpected event happen.
Talk To Your Family Before Retirement
As retirement approaches, it’s natural to focus on the financial transition ahead, shifting from saving to spending, planning income, and thinking about longevity. But retirement often brings other changes in family roles, expectations, and responsibilities. Too often, conversations about retirement plans, finances, and legacy are postponed until circumstances force them to happen, such as after…
What to Look for in an Extended-Care Policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
Financial Tips for LGBTQ+ Investors
LGBTQ+ couples experience unique economic and health disparities. Your CCR financial professional can take these unique challenges into account.
What You Need to Know About Trump Accounts
In January, the Treasury Department said more than a million people had signed up for Trump accounts. Are you eligible?
