CCR Insights

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309

Explore These Tax-Savvy Investment Strategies

By CCR WM | February 25, 2025

As you grow and manage your wealth, consider these five tax-efficient investment strategies that could help optimize returns and minimize your tax burden!

308

2025 Retirement Contribution Limits and Updates

By CCR WM | February 20, 2025

Significant changes to contribution limits and income restrictions offer new opportunities for savers, especially for those utilizing 401(k)s, IRAs, and catch-up contributions. Here’s a comprehensive guide to these updates!

307

Managing Money as a Couple

By CCR WM | February 13, 2025

Managing money as a couple usually isn’t so difficult, but waiting too long to ask (or answer) those questions might have some consequences.

311

Insurance Costs Spike Amid Surge In Natural Disasters

By CCR WM | February 11, 2025

A new Treasury report reveals that home insurance premiums in high-risk areas are averaging $2,321—that’s 82% higher than in lower-risk regions.

306

Estimating the Cost of College

By CCR WM | February 6, 2025

It doesn’t take a degree in finance to see that the cost of college continues to rise. If your child is approaching college age, a good first step is estimating the potential costs.

304

Preserving Your Family Business with Long Term Care Planning

By CCR WM | January 28, 2025

As a business owner, planning for long-term care (LTC) is crucial for protecting your legacy. Consider working with a CCR insurance professional to protect for your family’s business for years to come.

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