CCR Insights


CCR Wealth Management Continues to Implement Strategic Growth Plan with Addition of Two Senior Professionals

Key hires underscore firm’s commitment to continue growth trajectory through team enhancements that create an exceptional client-service experience.


Thanksgiving Turkeys at the Salvation Army

The CCR charity group volunteered at the Salvation Army to sort out Thanksgiving day bags of food and pass out Turkeys to families in need. Great job team!


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.

Community Harvest

Community Harvest Volunteering

Our charity group picked and sorted fruits and vegetables from Community Harvest Project, a non-profit farm.


Westborough Firm Relocates Headquarters Ahead of Expansion

CCR Wealth Management has moved to new headquarters in Westborough in preparation for an upcoming expansion.


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.


October 2016 Market Outlook

For some, higher mortgage payments may soon become a reality.


Got Dental Student Loan Debt? Some Tricks to Help You Tackle It

Student loan debt can inhibit dentists’ ability to save money, plan for retirement, buy a house, or get married. There’s a way to alleviate the debt.


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.


Mid 2016 Market Outlook

Here at the mid-point of 2016 it’s worth noting the remarkable turn of events, both inside and outside of the financial world we professionals occupy.


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.


May 2016 Market Outlook

In today’s hyper-connected world with media outlets “screaming” headlines to attract eyeballs, it is nearly impossible to separate fact from narrative.


Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year

We are honored to be awarded the Ensemble of the Year award from Cetera® Advisors.

Earth Day 2016

Earth Day Cleanup

We had a great turnout for our annual Earth Day cleanup.


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.

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David Borden Named to 2016 Financial Times 400 Top Financial Advisers

David Borden Named to 2016 Financial Times 400 Top Financial Advisers.


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.


Four Ways to Prep for Retirement in Mass.

Thanks to the financial crisis and the accommodative Federal Reserve policies that have followed, interest rates are no longer supportive of a simple retirement approach.


January 2016 Market Outlook

The flaw in compartmentalized thinking for an investor is that we tend to place too much weight on the investment outcomes of a particular calendar year when it bears virtually no impact on long term investment results.
                                                                           –CCR Wealth Management Outlook, February 2015