CCR Insights

Categories

209

End-of-the-Year Money Moves 2023

By CCR WM | December 14, 2023

As the year comes to a close, don’t forget to review your financial goals and tick all the boxes for your future!

CCR DCF Gift 2023 Collage

CCR Gives to DCF 2023

By CCR WM | December 12, 2023

We are so proud to have been able to gift 10 boys and girls in DCF care a complete outfit and a toy this holiday season!

207

The Pros and Cons of Charitable Giving Strategies

By CCR WM | December 7, 2023

Learn how to use the most effective charitable giving strategies this holiday season with our comprehensive guide.

206

Tips for Getting the Most Benefit from a 529 Plan

By CCR WM | November 30, 2023

There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!

205

A Lesson in Education Planning

By CCR WM | November 28, 2023

Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.

204

Using Life Insurance to Fund Your Child’s Education

By CCR WM | November 21, 2023

Investing in a life insurance policy is one way to prep for your child’s higher education, and can provide extra security in the long run.

Have a Question?
Let's Talk.

Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.

Please enter your name.
Please enter a message.
SUBMIT