CCR Insights

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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.

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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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Tax Efficient Withdrawal Strategies for Retirement

Managing income during retirement is often less straightforward than it was during working years. Instead of accumulating wealth, you’re now spending that hard-earned nest egg. By implementing effective tax strategies, you can potentially reduce your tax burden and maximize your retirement income.   The Power of Tax Diversification Tax diversification involves spreading your savings across…

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A Comprehensive Guide to Tax Intelligent Planning 2025

Dive into our comprehensive tax planning guide to learn how to minimize taxes and maximize your income during retirement!

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Tips for Practicing Good Portfolio Hygiene

Do you have good portfolio hygiene? Here’s how setting clear financial goals, developing a long-term plan, and conducting regular “check-ups” can help mitigate risks posed by market and economic shifts.

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March 12 Market Update

CCR views the current bout of market volatility as a normal process of pressure-relief for a market that has been burdened by excessive valuations.

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