CCR Insights

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44

Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

By Mark Palmerino | October 12, 2016

Small business owners, consider a company-sponsored 401(k) or defined benefit plan for you and your employees.

35

October 2016 Market Outlook

By CCR Investment Committee | October 12, 2016

For some, higher mortgage payments may soon become a reality.

46

Got Dental Student Loan Debt? Some Tricks to Help You Tackle It

By Michael Rousseau, CFP® | October 5, 2016

Student loan debt can inhibit dentists’ ability to save money, plan for retirement, buy a house, or get married. There’s a way to alleviate the debt.

47

Think Personal Disability Insurance Isn’t Important for Dentists? Think Again

By Michael Rousseau, CFP® | August 23, 2016

What happens to your family should you become disabled and unable to perform your job as a dental professional? It’s a good idea to buy disability insurance.

37

Mid 2016 Market Outlook

By CCR Investment Committee | July 6, 2016

Here at the mid-point of 2016 it’s worth noting the remarkable turn of events, both inside and outside of the financial world we professionals occupy.

48

Top Insurance Strategies For Small Business Owner Clients

By Michael Rousseau, CFP® | June 25, 2016

As financial advisors, we’ve all encountered small business owner clients who are living the American dream.

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