CCR Insights

Categories

18

Help Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps

By Jonathan Albano, CFP® | August 11, 2017

For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.

30

July 2017 Market Outlook

By CCR Investment Committee | July 25, 2017

This market has seemed to defy odds and expectations given the pressures of the current highly politicized environment.

21

How Advisors Can Best Educate Clients About Online Financial Tools

By Michael Rousseau, CFP® | July 6, 2017

Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.

22

Four Tips For Clients Thinking About Buying a Vacation Home

By Michael Rousseau, CFP® | June 9, 2017

Even if a client can afford a second home, there are wide array of long-term planning considerations to take into account.

19

How Over-Emphasizing Tax Deductions Can Get Your Clients Into Trouble

By Jonathan Albano, CFP® | May 22, 2017

Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers.

20

How To Best Support Politically Divided Couples

By Mark Palmerino | May 8, 2017

Married couples tend to have political views that are relatively in sync, but not always.

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