CCR Insights

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What You Need to Know about Financial Fraud

November 14-20, 2021 is International Fraud Awareness Week. Speak to your trusted CCR financial professional about how you can protect yourself and your business from identity thieves and fraudsters.

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Vets, Don’t Miss Out on ‘Hidden Benefits’

Many vets may be unaware that the VA offers life insurance—one of several substantial benefits for veterans and their families that you may never have heard of.

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Financial Planning for Veterans is Different

Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.

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Adult Day Health Centers Benefit Older Adults and Their Caregivers

November is National Alzheimer’s Awareness Month. For caregivers, adult day services can be a welcome antidote to caregiver burnout, providing older adults with the care, stimulation, and socialization that corresponds with quality of life.

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Older Americans: Growing Targets of Financial Fraud

Older Americans are growing targets of financial fraud. Learn common scams and how to protect yourself and your information.

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Millennials & Retirement

What unique challenges are millennials facing as their retirement years near? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss these challenges as well as planning tips in their latest educational video.

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