CCR Insights

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401(k) Rollovers Can Make or Break Retirement

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

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Older Americans: Growing Targets of Financial Fraud

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

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

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

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Business Succession Considerations for Small Business Owners

Small business owners, consider looking into business succession plans, which is aimed at maintaining the future health of businesses.

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Mental Health & Group Benefits

Medical insurance companies offer excellent mental health coverage. Let CCR assist you in offering this valuable benefit to your employees.

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