Tax Efficient Withdrawal Strategies for Retirement
Managing income during retirement is often less straightforward than it was during working years. Instead of accumulating wealth, you’re now spending that hard-earned nest egg. By implementing effective tax strategies, you can potentially reduce your tax burden and maximize your retirement income. The Power of Tax Diversification Tax diversification involves spreading your savings across…
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A Comprehensive Guide to Tax Intelligent Planning 2025
Dive into our comprehensive tax planning guide to learn how to minimize taxes and maximize your income during retirement!
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Tips for Practicing Good Portfolio Hygiene
Do you have good portfolio hygiene? Here’s how setting clear financial goals, developing a long-term plan, and conducting regular “check-ups” can help mitigate risks posed by market and economic shifts.
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Money Myth: Investing is Only for Men
Women have historically invested less than men, but as women educate themselves, they have the power to redefine this narrative.
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Reduce Your Tax Burden with 5 Strategies
As your assets grow, consider ways to maximize returns and minimize taxes with these 5 tax-efficient investment strategies!
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Social Security & The Tax Factor
Did you know that once you start receiving Social Security, up to 85% of your benefits may be taxable?
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Explore These Tax-Savvy Investment Strategies
As you grow and manage your wealth, consider these five tax-efficient investment strategies that could help optimize returns and minimize your tax burden!
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2025 Retirement Contribution Limits and Updates
Significant changes to contribution limits and income restrictions offer new opportunities for savers, especially for those utilizing 401(k)s, IRAs, and catch-up contributions. Here’s a comprehensive guide to these updates!
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Managing Money as a Couple
Managing money as a couple usually isn’t so difficult, but waiting too long to ask (or answer) those questions might have some consequences.
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Insurance Costs Spike Amid Surge In Natural Disasters
A new Treasury report reveals that home insurance premiums in high-risk areas are averaging $2,321—that’s 82% higher than in lower-risk regions.
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Estimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. If your child is approaching college age, a good first step is estimating the potential costs.
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Preserving Your Family Business with Long Term Care Planning
As a business owner, planning for long-term care (LTC) is crucial for protecting your legacy. Consider working with a CCR insurance professional to protect for your family’s business for years to come.
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Putting Your Company’s Surplus Funds to Work
If your company is in the enviable position of having more funds on hand than are needed for current operations, you can make the most of these surplus funds by investing them. When examining possible investment options, there are several main points to consider: safety; after-tax yield; and liquidity. In addition, you should also examine…
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Making Cash Flow Count with Tax-Smart Strategies
When it comes to managing your finances, even small decisions can make a big difference. By understanding your cash flow and approaching it with a strategic, tax-intelligent mindset, you can make your money work harder for you and move closer to your long-term goals.
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From Saving to Spending Build a Tax-Smart Withdrawal Strate
A smart, tax-efficient withdrawal strategy can help you make the most of your savings, ensuring a fulfilling and confident retirement. Start planning today!
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5 Tax Strategies to Maximize Returns and Minimize Burdens
Learn how to boost returns and minimize taxes with five simple strategies.
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January 2025 Market Outlook
In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.
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Social Security Says 2.5% COLA in 2025
Social Security beneficiaries will receive a 2.5% increase in 2025, per the Social Security Administration. The COLA adjustment will impact over 72.5 million beneficiaries. Beneficiaries will receive a new one-page COLA summary detailing the new benefits and the exact date the 2025 adjustment will start.
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2025 Federal Income Tax Charts
Don’t let tax season catch you off guard! Plan ahead with this chart that summarizes key tax info based on income levels.
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2025 Retirement Contribution Limits
The 2025 contribution limits for retirement plans are now live! Check out the chart for key differences from 2024.
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Explore the Potential of Charitable Trusts
Are you looking to make a lasting impact while also reaping potential tax benefits? Charitable trusts could be your answer!
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Year-End Charitable Giving Strategies to Consider
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
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Turn Your RMDs into Charitable Donations
High Net Worth & Ultra High Net Worth individuals can leverage advanced strategies to maximize charitable impact while optimizing tax benefits!
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5 Reasons to Rethink Financial Wellness
Starting a financial wellness program can help increase employee productivity and lessen presenteeism.
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March 12 Market Update
CCR views the current bout of market volatility as a normal process of pressure-relief for a market that has been burdened by excessive valuations.
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