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 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.
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.