CCR Insights

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164

5 Estate Considerations For The LGBTQ+ Community

By CCR WM | June 5, 2023

LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.

Social Posts (81)

Revamped Website

By CCR WM | May 22, 2023

We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!

159

401(k) Rollovers Can Make or Break Retirement

By CCR WM | May 19, 2023

Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.

158

Older Americans: Growing Targets of Financial Fraud

By CCR WM | May 17, 2023

Older generations grew up in a world where it was customary to be courteous and trusting. Unfortunately, this often puts them at greater risk for financial fraud.

Countdown to Retirement

Countdown to Retirement

By CCR WM | May 12, 2023

Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.

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CCR Attended the Annual Worcester Women’s Leadership Conference

By CCR WM | May 12, 2023

On May 4th, some of the brightest women of CCR attended the Annual Worcester Women’s Leadership Conference!

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