Assess Your Life Insurance Needs Calculator
Did you know that many people believe they don’t carry enough life insurance? Our simple calculator can provide general guidelines to consider and help you in creating a course of action! Access the calculator using the link here. Follow us on social media for more timely content delivered directly to your news feed! LinkedIn Facebook…
National Insurance Awareness Day
Today is National Insurance Awareness Day! Ensure you and your family are covered should an unexpected event happen.
Talk To Your Family Before Retirement
As retirement approaches, it’s natural to focus on the financial transition ahead, shifting from saving to spending, planning income, and thinking about longevity. But retirement often brings other changes in family roles, expectations, and responsibilities. Too often, conversations about retirement plans, finances, and legacy are postponed until circumstances force them to happen, such as after…
What to Look for in an Extended-Care Policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs and benefits of these policies.
CAPTCHA Scams Are on the Rise
Here’s what you need to know about CAPTCHA scams.
Financial Tips for LGBTQ+ Investors
LGBTQ+ couples experience unique economic and health disparities. Your CCR financial professional can take these unique challenges into account.
What You Need to Know About Trump Accounts
In January, the Treasury Department said more than a million people had signed up for Trump accounts. Are you eligible?
First Year of Retirement: What to Expect
The first year of retirement isn’t about filling your time; it’s about finding your rhythm.
Good Health is Good Business
May is Mental Health Awareness Month, and employer wellness programs are bearing fruit.
Exploring Retirement Plans for Small Businesses
Choosing a retirement plan for your small business is a crucial decision that impacts both you and your employees.
Deciding When to Take Social Security
When should you start taking social security benefits? The timing of this decision can significantly impact your retirement income.
How to Pass Down Financial Values Alongside Wealth
When it comes to legacy planning, assets are usually the easy part. However, financial values don’t pass through documentation. Here are tips for speaking to your family about wealth.
April 2026 Market Outlook
Take a look at the current state of the market with our CIO John Maher.
Discussing Your Retirement, Legacy, and Financial Plans with Family
Starting these discussions earlier can create clarity and shared understanding long before they’re urgently needed.
59 1/2: Why Is This Age So Important?
Learn more about this important age and the doors it opens as you prepare for retirement.
Raising Financially Confident Kids
Here are some practical ways to help children develop a healthy relationship with money. Consistent, intentional guidance can make a big difference!
April is National Social Security Month
The Social Security Administration is marking April as National Social Security Month! Are you social security ready?
Reviewing Your Life Insurance Needs
Periodic reviews ensure your life insurance policy adapts to your changing needs.
Six Habits That Can Transform Your Finances
Without strong habits, spending can rise with income, hindering your long-term goals. Think of these habits as your “autopilot” system guiding you toward financial stability.
Five Habits to Approach Retirement with Confidence
Retirement marks a new chapter, one that often requires a shift in both strategy and mindset. After decades of saving, moving into the distribution phase can feel overwhelming. The good news? With the right habits, you can approach this stage with confidence and clarity. Here are five practical habits to consider: 1. Schedule Regular Financial…
Build Strong Financial Habits for Retirement
Retirement isn’t the end of planning; it’s the start of a new chapter called the distribution phase. This stage focuses on preserving savings, creating a reliable income, and preparing for surprises. With the right habits, you can enjoy financially independent, work-optional years while avoiding risks that may erode your stability. Here are six habits that…
Do You Owe The AMT?
If you want to avoid surprises this tax season, understanding your AMT status could save you time and money.
Take on Tax Season with Our Last-Minute Tax Preparation Tips
As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you’ve been caught up in life’s demands or simply need a bit of guidance to help you make the most of your tax situation, we’re ready to assist. But remember to work closely with your…
How Your 401(k) Impacts Employee Retention
Attracting and retaining skilled employees is one of the most persistent challenges for many businesses, including medical and dental practices. Employees like administrative staff, technicians, nurses, hygienists, and dental assistants are in high demand. For example, according to the latest data from the U.S. Bureau of Labor Statistics (BLS) there were approximately 221,600 dental hygienists and roughly…
6 Smart Wealth-Building Money Habits to Start Early
Rising income doesn’t always mean growing wealth… unless you have the right habits in place! Discover 6 habits to build wealth early.