CCR Insights

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147

A Quick Look at Your Life Insurance Needs

By CCR WM | March 28, 2023

How much life insurance is enough? A general rule of thumb is to implement a “needs analysis”, then design a plan to ensure that money will be available to meet those objectives.

146

The Rationale Behind Permanent Life Insurance

By CCR WM | March 23, 2023

Term insurance premiums can be a significant expense; however, there may be instances where term insurance is the best choice.

145

How to Minimize Taxes During Market Downturns

By CCR WM | March 21, 2023

Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.

TopDCAdvisorTeams_2022_HR

CCR Listed on the Top DC Advisor Teams for 2022

By CCR WM | March 21, 2023

CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2022!

144

Protect the MVP with Disability Insurance

By CCR WM | March 16, 2023

Coaches, being on the field is key to your team’s success. Having sufficient disability insurance could be key to your family’s success. When was the last time you reviewed your disability insurance?

142

2023 Annual Tax Guide

By CCR WM | March 13, 2023

Learn where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.