CCR Insights


Protect Against a Scorching Market

The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.


Annual Reviews

It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.


Leaving a Legacy Saving for Your Family’s Financial Future

Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.

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July 2024 Market Outlook

A look into the current state of the market as of July 2024.


401(K) Vs. IRA: What You Should Know

Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.


New Opportunities for LGBTQ+ Business Owners

Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.


Don’t Delay an Important Discussion

If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.


Real Financial Issues in the LGBTQ+ Community

Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.


What to Expect When Working with Your Estate Planning Team

When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.


Estate Planning for the LGBTQ+ Community

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.


LGBTQ+ Community Has Unique Aging Issues

LGBTQ+ baby boomers experience unique economic and health disparities. Learn how to make long-term care planning, healthcare planning, and needs unique to the LGBTQ+ community part of your financial planning analysis.

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Tips for Leaving an Inheritance to Family

Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.

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Setting Your Family’s Financial Values

Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.

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Staying on Top of Your 401(k) Can Pay Dividends

While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.

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The Power of a Trust

Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.

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Are Financial Advisors Still Relevant in a Digital World?

Take action today, no matter how small, to secure a better tomorrow. Your future self will thank you!

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Creating a Comprehensive Estate Plan

Stop putting off your estate plan! It may seem overwhelming, but we’re here to guide you every step of the way.


Tax Strategies For Retirement Account Withdrawals

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.


Are You In The “Sandwich Generation?”

Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.


CCR Earth Day 2024

Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!