CCR Insights

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Understanding Social Security: 5 Common Myths Explained

Confused about social security? You’re not alone. Let’s debunk common myths to empower your retirement planning!

325

Debunking Money Myths: The One-Size-Fits-All Investment Approach

Building wealth doesn’t need a rigid, one-size-fits-all investment strategy. In reality, investing should reflect YOUR personal goals, values, risk tolerance, and unique situation.

April 2025 Market Outlook Banner

April 2025 Market Outlook

After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.

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Debunking Money Myths: Saving is Impossible in This Economy

Many feel it’s impossible to build wealth given rising housing costs and inflation squeezing budgets. While these economic challenges are real, building wealth is still achievable!

317

5 Retirement Strategies for Small-Business Owners

Learn common mistakes small business owners make, and the steps to take when building toward the retirement you desire.

318

11 Ways A 401k May Reduce Your Tax Liabilities

Your company’s 401(k) plan is one often overlooked but powerful tool to manage your tax liabilities effectively.

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