CCR Wealth’s Life Transitions Services
Our services are tailored to help you through this stage of your life.
Planning Hotline (no cost to you)
Financial Planning
Employer Benefits Review
Tax & Estate Planning
Retirement & Cash-flow Planning
Insurance Death Benefit & Probate Preparation Assistance
Investment Advice & Management
Social Security & Medicare Planning
Where Do I Go From Here?
When you’re not even sure where to begin... we can assist you on many common questions:
- What should I do now that claims have been settled?
- How do I get financially organized?
- Will I have enough income to meet my family's needs?
- Where should I put my money?
- Do I need an attorney for estate planning?
- What do I do with life insurance benefits?
How We'll Help
- CCR offers a “Get Acquainted Conversation” with thoughtful professionals to assess if CCR’s capabilities are appropriate for and needed by the family.
- Together, we will assist you in gathering and centralizing your financial information. This step serves as a way for you to gain clarity of all company and personal resources. This format helps you visualize what is owned and answers the question: Where Am I?
- A CCR advisor will next meet with you to address any immediate financial issues and present an initial financial plan. The plan will address the most common pressing question: Am I Okay?
- This next step assists you in creating a priority list. Your list will be personalized to address your needs, goals and resources.
- When you’re ready to make longer term decisions, we will guide and engage you in further planning and personal needs. We emphasize that most financial decisions do not need to be made immediately and should be deferred until the appropriate time and with emotional clarity.
- CCR additionally provides an educational library and ongoing educational events.
Have a Question?
Let's Talk.
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
Check Out the Latest CCR Insights
CCR Wealth’s team of experienced professionals work 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.
How Sustainable Investing Combines Profit with Purpose
As you near retirement, you may start considering the legacy you’ll leave behind. Consider sustainable investing, which offers a way to leave a positive impact while accumulating wealth.
Understanding Qualified Charitable Distributions (QCDs)
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some factors to consider with QCDs and how they’ve changed based on recent legislation, such as the SECURE…
5 Financial Steps Before Starting Your Home Search
Doing some financial housekeeping before purchasing a home can pay dividends in the long run, especially if you’re attempting to buy in a competitive market.
Voice of Business – Worcester Regional Chamber of Commerce Interview
Vincenzo Palmerino gave a spectacular interview on the Worcester Regional Chamber of Commerce’s radio show, the Voice of Business!
Business Succession Planning
Business owners often prioritize daily operations and growth, neglecting the critical issue of succession planning. This whitepaper explores the importance of business succession planning, outlines essential steps to create a comprehensive plan, and emphasizes the need for proactive measures to ensure business continuity.
Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.
Student Loans: What Can You Do with These Things?
The first step in deciding how to approach your student loans is to understand what you have. Take a look at some common differentiators in this article.
Medicare Open Enrollment Begins With Key Changes Ahead
Medicare open enrollment has begun, and reviewing your coverage is crucial because this year brings significant changes.
IRS 2025 Tax Brackets
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start thinking ahead. The top rate remains 37%, but remember that 2017’s Tax Cuts and Jobs Act expires at the…
Strategies for Balancing Family and Financial Security
Striking the right work-life balance is crucial for avoiding burnout, reducing stress, and nurturing relationships. Here are 10 strategies that balance family and financial security!