The Pros and Cons of Charitable Giving Strategies
Learn how to use the most effective charitable giving strategies this holiday season with our comprehensive guide.
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Tips for Getting the Most Benefit from a 529 Plan
There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!
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A Lesson in Education Planning
Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.
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Using Life Insurance to Fund Your Child’s Education
Investing in a life insurance policy is one way to prep for your child’s higher education, and can provide extra security in the long run.
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CCR at Habitat for Humanity 2023
Shout out to all the amazing CCR volunteers who came out to help with the Habitat for Humanity project this month!
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Understanding Retirement Benefits for Veterans
Veterans, did you know the US offers Aid & Attendance benefits to support your retirement? Know the facts & all your options!
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How Interest Rates Can Impact Your Mortgage Costs
Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.
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HSA vs PPO: Advantages and Disadvantages
Open enrollment is soon! Two options you should consider are a Health Savings Account plan and a Preferred Provider Organization plan.
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Maximize Your 2024 Healthcare Savings With Your HSA
With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!
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What is an HSA?
Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.
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The Value of Insuring Against Life’s Risks
October is Disability Awareness Month, and a great reminder to invest in our families’ future with disability insurance.
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Your Cybersecurity Checklist
Don’t be a statistic: follow this checklist to better navigate the situation if you ever experience a data breach.
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Tips for Safeguarding Your Identity Online
Learn the risks associated with divulging your personal info and the steps you need to take to mitigate them below.
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Recognizing Phishing Emails
Stay safe online by learning to recognize “phishing” emails.
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October 2023 Market Outlook
A look into the current state of the market, as of October 2023.
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Your CCR Team
In September, the CCR team met in Westboro, MA for our annual meeting. From new faces to familiar ones, check out our updated group photo!
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Choosing the Best Debt Repayment Strategy
Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.
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Paying Back Your University Loans
Dental students, did you know that several options make it easier to pay off Federal student loans?
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Dear Millennials, We See You
Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.
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Student Debt Management
Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.
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Subsidized vs Unsubsidized Loans
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
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Tips Before Your Child Signs for Student Loans
Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!
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6 Questions About 529 Plans
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
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The Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
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National Women’s Equality Day
CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!
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