CCR Insights

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Life Insurance: How Much Is Enough?

When determining the appropriate amount of life insurance coverage for your family, you may want to conduct a “needs analysis”.

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Revisiting Elder Care Issues

Existing financial, health care, and living arrangements that were satisfactory at age 65 often require a second look.

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The Role of Caregiver Affects Women Differently

Caregiving can affect women’s professional advancement at work, as well as their ability to save and plan for retirement.

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Merger of Our Cetera Advisors Teams

We are pleased to announce that a smaller, local Branch of Cetera Advisors will be merging with CCR Wealth!

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5 Estate Considerations For The LGBTQ+ Community

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

Social Posts (81)

Revamped Website

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

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