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Six Wise Ways to Use Your Tax Refund

When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.

April 2022 Market Outlook

April 2022 Market Outlook

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)

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

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

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

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.

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