CCR Insights

Categories

53

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

By CCR WM | December 7, 2016

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

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Thanksgiving Turkeys at the Salvation Army

By CCR WM | November 20, 2016

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!

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Why Pension Plans Can Make Sense for Dental Practices

By Mark Palmerino | November 3, 2016

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

By CCR WM | October 31, 2016

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

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Westborough Firm Relocates Headquarters Ahead of Expansion

By CCR WM | October 13, 2016

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

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Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

By Mark Palmerino | October 12, 2016

Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.

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October 2016 Market Outlook

By CCR Investment Committee | October 12, 2016

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

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

By Michael Rousseau, CFP® | October 5, 2016

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.

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Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

By Michael Rousseau, CFP® | August 23, 2016

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.

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Mid 2016 Market Outlook

By CCR Investment Committee | July 6, 2016

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.