CCR Insights


2024 Updated Income Tax Brackets & More

The IRS released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.


Your Year-End Financial Checklist 2023

As 2023 comes to a close, it’s time to take a look at our finances and see what moves will set us on the right path for 2024.


End-of-the-Year Money Moves 2023

As the year comes to a close, don’t forget to review your financial goals and tick all the boxes for your future!


The Pros and Cons of Charitable Giving Strategies

Learn how to use the most effective charitable giving strategies this holiday season with our comprehensive guide.


Tips for Getting the Most Benefit from a 529 Plan

There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!


A Lesson in Education Planning

Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.


Using Life Insurance to Fund Your Child’s Education

Investing in a life insurance policy is one way to prep for your child’s higher education, and can provide extra security in the long run.

Habitat for Humanity Collage

CCR at Habitat for Humanity 2023

Shout out to all the amazing CCR volunteers who came out to help with the Habitat for Humanity project this month!


Understanding Retirement Benefits for Veterans

Veterans, did you know the US offers Aid & Attendance benefits to support your retirement? Know the facts & all your options!


How Interest Rates Can Impact Your Mortgage Costs

Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.


HSA vs PPO: Advantages and Disadvantages

Open enrollment is soon! Two options you should consider are a Health Savings Account plan and a Preferred Provider Organization plan.


Maximize Your 2024 Healthcare Savings With Your HSA

With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!


What is an HSA?

Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.


The Value of Insuring Against Life’s Risks

October is Disability Awareness Month, and a great reminder to invest in our families’ future with disability insurance.


Your Cybersecurity Checklist

Don’t be a statistic: follow this checklist to better navigate the situation if you ever experience a data breach.


Tips for Safeguarding Your Identity Online

Learn the risks associated with divulging your personal info and the steps you need to take to mitigate them below.


Recognizing Phishing Emails

Stay safe online by learning to recognize “phishing” emails.

October 2023 Market Outlook Banner

October 2023 Market Outlook

A look into the current state of the market, as of October 2023.

CCR Group Photo 2023

Your CCR Team

In September, the CCR team met in Westboro, MA for our annual meeting. From new faces to familiar ones, check out our updated group photo!


Choosing the Best Debt Repayment Strategy

Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.