CCR Insights

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365

Maximize Retirement with Year-End Financial Moves

By CCR WM | October 30, 2025

From tax-efficient planning to insurance reviews, we’ll help you align your investments and prepare for 2026 confidently!

364

Beware of AI-Assisted Tax Scams

By CCR WM | October 28, 2025

Be aware of AI-driven fraud targeting taxpayers! Learn how to stay vigilant and strengthen your defenses against these sophisticated scams.

366

Surprising Stats from the 2025 Retirement Confidence Survey

By CCR WM | October 20, 2025

The EBRI Retirement Confidence Survey reveals how Americans truly feel about retirement, and the most recent stats have proven to be surprising.

363

What You Need to Know as a First-Time Homebuyer

By CCR WM | October 16, 2025

If you’ve recently decided to buy your first home, check out our tips for first-time homebuyers!

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October 2025 Market Outlook

By CCR WM | October 14, 2025

Take a look into the current state of the market with CIO and Financial Consultant John Maher.

362

Inflation and Purchasing Power Risks

By CCR WM | October 14, 2025

Inflation may be off the front page, but its impact lingers on retirement budgets. 92% of retirees worry about shrinking assets and rising costs.

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