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April 2022 Market Outlook

April 2022 Market Outlook

By John Maher, CFA | April 13, 2022

Talk on the Street has increasingly included an outlook for a recession sometime in the near future.

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Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)

By CCR WM | April 12, 2022

Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.

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Forbes Best In State 2022

By CCR WM | April 12, 2022

CCR is honored to be listed #11 in the state of MA on the Forbes list of Best in State Wealth Advisors!

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CCR Listed on the Top DC Advisor Teams for 2021

By CCR WM | March 30, 2022

CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2021!

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Continue to Care for Your Family: Final Expense Insurance

By CCR WM | March 10, 2022

For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.

2022-2-28 1099 Repost

1099s & Working With a Tax Preparer

By CCR WM | February 23, 2022

Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!

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