CCR Insights

Jan 2023 Market Outlook Banner

January 2023 Market Outlook

While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.

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New Year’s Financial Checklist

The start of the new year is a great time to recommit yourself to achieving your financial goals.

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Are You Concerned You’ll Outlive Your Money?

Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.

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Use a DAF to Maximize Your Charitable Contributions

If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.

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How to Protect Yourself While Helping Others

Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.

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What To Do When Your Income Reaches 7 Figures

Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.