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246

Estate Planning for the LGBTQ+ Community

By CCR WM | June 13, 2024

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.

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LGBTQ+ Community Has Unique Aging Issues

By CCR WM | June 10, 2024

LGBTQ+ baby boomers experience unique economic and health disparities. Learn how to make long-term care planning, healthcare planning, and needs unique to the LGBTQ+ community part of your financial planning analysis.

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Tips for Leaving an Inheritance to Family

By CCR WM | May 30, 2024

Leaving an inheritance to your family is a thoughtful gesture, but it’s important to consider potential disruptions.

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Setting Your Family’s Financial Values

By CCR WM | May 23, 2024

Caught between raising kids and caring for aging parents? With the right guidance, you can ease financial burdens and set a strong vision for your children.

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Staying on Top of Your 401(k) Can Pay Dividends

By CCR WM | May 21, 2024

While it’s tempting to follow every market fluctuation, the key to securing a prosperous retirement lies in long-term planning.

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The Power of a Trust

By CCR WM | May 16, 2024

Are you worried about protecting your assets and ensuring they are distributed according to your wishes after you’re gone? Trusts can help with that.

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