Social Security Myths vs. Reality
When it comes to Social Security, many people have more questions than answers. By separating facts from fiction, you can make more informed decisions about your retirement planning.
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Personalize Your Wealth Strategy with Diverse Investments
Building wealth is not a one-size-fits-all journey! With CCR, embrace a personalized approach that reflects your vision of success.
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Money-Saving Tips to Build Wealth
Despite economic headwinds, wealth building is within your reach if you follow these tips! With CCR, you can stay intentional, plan wisely, and leverage smart strategies for success.
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The Keys to Diversification for Risk Management
Diversification remains key to managing risk—spreading investments across stocks, bonds, real estate, and cash could optimize returns while minimizing exposure.
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Retirement Savings Goals: How to Help Make Up for Lost Time
Realizing your retirement savings fall short can be daunting, but remember: life’s journey is rarely a straight line and it’s never too late to pivot!
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Understanding Social Security: 5 Common Myths Explained
Confused about social security? You’re not alone. Let’s debunk common myths to empower your retirement planning!
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Debunking Money Myths: The One-Size-Fits-All Investment Approach
Building wealth doesn’t need a rigid, one-size-fits-all investment strategy. In reality, investing should reflect YOUR personal goals, values, risk tolerance, and unique situation.
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Debunking Money Myths: Saving is Impossible in This Economy
Many feel it’s impossible to build wealth given rising housing costs and inflation squeezing budgets. While these economic challenges are real, building wealth is still achievable!
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5 Retirement Strategies for Small-Business Owners
Learn common mistakes small business owners make, and the steps to take when building toward the retirement you desire.
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11 Ways A 401k May Reduce Your Tax Liabilities
Your company’s 401(k) plan is one often overlooked but powerful tool to manage your tax liabilities effectively.
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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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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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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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April 2025 Market Outlook
After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.
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