CCR Wealth’s Big-Picture Capabilities
If it affects your finances, it affects your life. We’ve built a one-stop shop where you can find goal-centered solutions for the full spectrum of your financial concerns.
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Check Out the Latest CCR Insights
CCR Wealth’s team of experts works together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
5 Estate Considerations For The LGBTQ+ Community
LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.
We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!
401(k) Rollovers Can Make or Break Retirement
Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.
Older Americans: Growing Targets of Financial Fraud
Older generations grew up in a world where it was customary to be courteous and trusting. Unfortunately, this often puts them at greater risk for financial fraud.
Countdown to Retirement
Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.
CCR Attended the Annual Worcester Women’s Leadership Conference
On May 4th, some of the brightest women of CCR attended the Annual Worcester Women’s Leadership Conference!
Business Succession Considerations for Small Business Owners
Small business owners, consider looking into business succession plans, which is aimed at maintaining the future health of businesses.
Mental Health & Group Benefits
Medical insurance companies offer excellent mental health coverage. Let CCR assist you in offering this valuable benefit to your employees.
Congrats Vinny Palmerino on CFP Designation!
We’d like to extend a huge congratulations to our Financial Consultant Vincenzo Palmerino, CFP®, who recently passed the CFP test!
Diversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.