New Year’s Financial Checklist
The start of the new year is a great time to recommit yourself to achieving your financial goals.
Are You Concerned You’ll Outlive Your Money?
Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.
Use a DAF to Maximize Your Charitable Contributions
If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.
How to Protect Yourself While Helping Others
Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.
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