CCR Insights

252

401(K) Vs. IRA: What You Should Know

Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.

250

New Opportunities for LGBTQ+ Business Owners

Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.

249

Don’t Delay an Important Discussion

If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.

248

Real Financial Issues in the LGBTQ+ Community

Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.

247

What to Expect When Working with Your Estate Planning Team

When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.

246

Estate Planning for the LGBTQ+ Community

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.

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