How Advisors Can Best Educate Clients About Online Financial Tools
Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.
Four Tips For Clients Thinking About Buying a Vacation Home
Even if a client can afford a second home, there are wide array of long-term planning considerations to take into account.
How Over-Emphasizing Tax Deductions Can Get Your Clients Into Trouble
Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers.
How To Best Support Politically Divided Couples
Married couples tend to have political views that are relatively in sync, but not always.
April 2017 Market Outlook
If we can recognize within ourselves which biases have tended to define our investment approaches, then we are taking the first step toward improving our results already.
Cetera® Advisors Honors CCR Wealth Management as Ensemble of the Year at Annual Awards Conference 2017
CCR is honored to be awarded the 2017 Ensemble of the Year by Cetera® Advisors.
CCR named to the Financial Times 400 Top Financial Advisors
David Borden has been named to the 2017 edition of the Financial Times 400 Top Financial Advisors.
January 2017 Market Outlook
Greetings this New Year from our new office facilities in Westborough, MA. We hope you will find time to stop in if you are in the area!
CCR Wealth Management Continues to Implement Strategic Growth Plan with Addition of Two Senior Professionals
Key hires underscore firm’s commitment to continue growth trajectory through team enhancements that create an exceptional client-service experience.
Thanksgiving Turkeys at the Salvation Army
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!
Why Pension Plans Can Make Sense for Dental Practices
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 Volunteering
Our charity group picked and sorted fruits and vegetables from Community Harvest Project, a non-profit farm.
Westborough Firm Relocates Headquarters Ahead of Expansion
CCR Wealth Management has moved to new headquarters in Westborough in preparation for an upcoming expansion.
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.
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.
