CCR Insights

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210

Your Year-End Financial Checklist 2023

By CCR WM | December 19, 2023

As 2023 comes to a close, it’s time to take a look at our finances and see what moves will set us on the right path for 2024.

209

End-of-the-Year Money Moves 2023

By CCR WM | December 14, 2023

As the year comes to a close, don’t forget to review your financial goals and tick all the boxes for your future!

CCR DCF Gift 2023 Collage

CCR Gives to DCF 2023

By CCR WM | December 12, 2023

We are so proud to have been able to gift 10 boys and girls in DCF care a complete outfit and a toy this holiday season!

207

The Pros and Cons of Charitable Giving Strategies

By CCR WM | December 7, 2023

Learn how to use the most effective charitable giving strategies this holiday season with our comprehensive guide.

206

Tips for Getting the Most Benefit from a 529 Plan

By CCR WM | November 30, 2023

There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!

205

A Lesson in Education Planning

By CCR WM | November 28, 2023

Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.

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