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65

How A Financial Plan Helps Endure Market Volatility

By CCR WM | May 9, 2022

Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.

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Six Important Financial Strategies for Your 20s and 30s

By CCR WM | May 9, 2022

Personal finance goals look a little different when you’re in your 20s and 30s. Working with a financial professional may help get you out of debt faster, save for important goals, and give you a head start on retirement.

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SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals

By CCR WM | May 4, 2022

Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.

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Benefits of Working with a Financial Professional

By CCR WM | May 4, 2022

Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.

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Dollar-Cost Averaging

By CCR WM | April 22, 2022

What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy.

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Six Wise Ways to Use Your Tax Refund

By CCR WM | April 22, 2022

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.

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