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Westborough Firm Relocates Headquarters Ahead of Expansion
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
Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.
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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.
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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.
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Mid 2016 Market Outlook
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.
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Top Insurance Strategies For Small Business Owner Clients
As financial advisors, we’ve all encountered small business owner clients who are living the American dream.
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May 2016 Market Outlook
In today’s hyper-connected world with media outlets “screaming” headlines to attract eyeballs, it is nearly impossible to separate fact from narrative.
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Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year
We are honored to be awarded the Ensemble of the Year award from Cetera® Advisors.
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Four Ways Financial Advisers Should Help Retirement Plan Sponsor Clients Avoid a Dol Audit
Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.
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David Borden Named to 2016 Financial Times 400 Top Financial Advisers
David Borden Named to 2016 Financial Times 400 Top Financial Advisers.
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Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses
For business owners, few things are more terrifying than a potential IRS tax audit.
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Four Ways to Prep for Retirement in Mass.
Thanks to the financial crisis and the accommodative Federal Reserve policies that have followed, interest rates are no longer supportive of a simple retirement approach.
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January 2016 Market Outlook
The flaw in compartmentalized thinking for an investor is that we tend to place too much weight on the investment outcomes of a particular calendar year when it bears virtually no impact on long term investment results.
–CCR Wealth Management Outlook, February 2015
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October 2015 Market Outlook
We had occasion to attend a luncheon and meet former Federal Reserve Chairman Ben Bernanke who was the featured speaker.
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July 2015 Market Outlook
Some clients may be required to adjust their own portfolio expectations & strategy in pursuit of the return required of their financial plan.
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CCR Listed on the 2015 Financial Times Top 400
CCR is honored to be listed on the 2015 Financial Times Top 400 list.