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!
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!
Estate Planning Checklist
Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.
CCR Listed #15 on Forbes 2024 Best-In-State Wealth Advisors
CCR is honored that David Borden, Managing Partner and Financial Consultant, is listed #15 in the state of MA on the Forbes list of Best-in-State Wealth Advisors!
Estate Planning as a Family
Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.
Estate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
April is Financial Literacy Month
April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.
Tips For Improving Financial Health Into Retirement
As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.
Women & Financial Security
Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.
Women Approach Investing Differently
Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?
Celebrating The Women of CCR 2024
CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!
2024 Annual Tax Guide
New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.
2024 Tax Planning Whitepaper
Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!
The “Average” Benefit of Dollar Cost Averaging
Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.
