CCR Insights

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238

Tax Strategies For Retirement Account Withdrawals

By CCR WM | April 30, 2024

With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you’ve always dreamed of while minimizing taxes on your income.

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Are You In The “Sandwich Generation?”

By CCR WM | April 25, 2024

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.

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CCR Earth Day 2024

By CCR WM | April 22, 2024

Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!

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April 2024 Market Outlook

By CCR WM | April 17, 2024

Take a look into the current state of the market as of April 2024!

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Estate Planning Checklist

By CCR WM | April 12, 2024

Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.

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CCR Listed #15 on Forbes 2024 Best-In-State Wealth Advisors

By CCR WM | April 9, 2024

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!

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