How to Drive Financial Momentum into Next Year
As the year ends, consider these five areas to strengthen your financial foundation.
Social Security COLA and Medicare Part B Premiums
The Social Security Administration announced a 2.8% increase in benefits for 71 million Americans in 2026. However, remember that Medicare Part B premiums can impact your finances.
Building Financial Wellness in a High-Cost Environment
You can’t invest your way to financial security with a shaky foundation! Let CCR help you strengthen your financial base!
How to Stay Calm When Markets Get Noisy
The stock market’s smooth ride has hit some bumps, but with a solid portfolio and a clear long-term plan, you can stay grounded amidst the chaos.
Year-End Strategies to Protect Your Wealth
As the year winds down, it’s the perfect time to review your retirement strategy and optimize your tax exposure!
Navigating New Charitable Giving Rules
The One Big Beautiful Bill Act is set to change charitable giving in 2026. Keep in touch with your CCR financial professional to stay informed and make the most of your giving!
Investment Implications of the Shifting E-Commerce Landscape
AI is transforming the way consumers discover, compare, and purchase products online, creating both risks and opportunities for investors in the retail sector.
Navigating Government Shutdown Risks
The government shutdown creates complex challenges for investors, such as delaying key economic reports like the job market snapshot. This uncertainty comes at a time when clarity is crucial.
End-of-Year Tax Planning for Dentists
If you are a dentist or dental practice owner, consider these end-of-year tax planning strategies.
Maximize Retirement with Year-End Financial Moves
From tax-efficient planning to insurance reviews, we’ll help you align your investments and prepare for 2026 confidently!
Beware of AI-Assisted Tax Scams
Be aware of AI-driven fraud targeting taxpayers! Learn how to stay vigilant and strengthen your defenses against these sophisticated scams.
Surprising Stats from the 2025 Retirement Confidence Survey
The EBRI Retirement Confidence Survey reveals how Americans truly feel about retirement, and the most recent stats have proven to be surprising.
What You Need to Know as a First-Time Homebuyer
If you’ve recently decided to buy your first home, check out our tips for first-time homebuyers!
Inflation and Purchasing Power Risks
Inflation may be off the front page, but its impact lingers on retirement budgets. 92% of retirees worry about shrinking assets and rising costs.
Q4 Offers Homebuyers a Window of Opportunity
As the Fed eases rates and housing inventory grows, Q4 2025 could be a game-changer for homebuyers!
Data Breach: Your Security To-Do List
Data breaches can happen even if you practice good cybersecurity habits! If you experience a data breach, follow this checklist to protect your information.
Cybersecurity Awareness: Essential Tips to Stay Safe
October is Cybersecurity Awareness Month! Take the time to review your online safety practices so you can stay vigilant against digital threats and protect your financial security!
Empty Nest? Time to Revisit Your Financial Plan
An empty nest is a unique opportunity to take charge of your financial future!
Know Your Risk Profile Before 4th Quarter Begins
As we enter Q4, it’s crucial to evaluate your investment approach. Historically, this quarter has seen strong stock performance, but it’s also volatile, making it essential to understand your risk profile. Remember, your risk profile guides your investment decisions, not the other way around! Let’s break down your risk tolerance into five simple categories to guide your decisions.
October 2025 Market Outlook
Take a look into the current state of the market with CIO and Financial Consultant John Maher.