CCR Insights

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Elder Abuse & Estate Planning

By CCR WM | August 17, 2022

Financial Planner Jon Lilja discusses elder abuse, estate planning, and the importance of POLST in his newest educational video.

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Dealing with Elder Care Issues

By CCR WM | August 16, 2022

Plans created at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. If you have an aging parent or relative, look into these arrangements to address their concerns.

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Addressing Care Options Now for Your Aging Parents

By CCR WM | August 10, 2022

If you haven’t yet, you should start to address elder care with your parents to make sure that they are comfortable in their later years. It’s never too early to start preparing for the responsibility of caring for parents.

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A Primer on Irrevocable Life Insurance Trusts

By CCR WM | August 8, 2022

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.

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How to Estimate Retirement Expenses

By CCR WM | August 4, 2022

By estimating your expenses and taking steps to prepare, you can ensure an enjoyable retirement. Contact us today for more information.

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Turning Monetary Gifts into Learning Experiences

By CCR WM | August 1, 2022

Parents, consider using monetary gifts as a teaching opportunity. Helping your children learn how to be smart savers could be the best gift that you ever give them.

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Acquaint Grown Children with Your Financial Affairs

By CCR WM | August 1, 2022

Awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.

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Fostering a Child

By CCR WM | July 25, 2022

In the spirit of July’s National Make a Difference to Children month, COO Amanda J. Hopkins discusses one way to make an impact on children in need through fostering.

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Business Loans to Children: What Parents Should Know

By CCR WM | July 22, 2022

Here are some things to consider when lending funds for your child’s business venture.

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Guardianship for Your Children: A Look at the Issues

By CCR WM | July 22, 2022

Selecting a guardian for your children is an extremely personal and important decision. Address these important financial issues before selecting a guardian.

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Financial Care for Special Needs Children

By CCR WM | July 13, 2022

Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.

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[Whitepaper] Planning for a Special Needs Child

By CCR WM | July 8, 2022

Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.

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Life Insurance: Changing Times, Changing Needs

By CCR WM | July 5, 2022

Life insurance is just like any other piece of your financial puzzle. Explore how life insurance may relate to you via Judy in this case study!

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Insurance Protection for Life’s Key Stages

By CCR WM | July 5, 2022

Life cycle planning helps identify insurance needs that are common to particular stages of life. This infographic may help individuals and families examine their insurance requirements in order to make future plans.

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June 2022 Market Outlook

By CCR WM | June 30, 2022

The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.

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Social Security in Our Time

By CCR WM | June 23, 2022

Only 19 percent of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement.

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A Look at Guardianship for Older Adults

By CCR WM | June 16, 2022

If incapacity occurs and there are no advance directives, is guardianship a viable option?

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Mortgage Psychology: What To Do & When

By CCR WM | June 13, 2022

In their latest educational video, Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss Mortgage Psychology and how to best allocate resources when purchasing a home.

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How Americans Spend and Save

By CCR WM | May 31, 2022

Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.

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An Eye on Disability

By CCR WM | May 31, 2022

For those who depend on current earnings, future earning capacity may be their most valuable asset and the one least likely to be protected by insurance.

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The Importance of Disability Income Insurance

By CCR WM | May 24, 2022

Financial Consultant Dean Aita stresses the importance of disability income insurance. No matter your profession, it’s in your best interest to protect your most significant asset: your income!

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The Need for Disability Income Protection

By CCR WM | May 24, 2022

The best way to protect yourself from the financial harm that a disability can cause is to purchase disability income insurance. But where do you start? Learn more in our newest whitepaper.

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Behavioral Finance I, II, & II Available on Youtube

By CCR WM | May 15, 2022

Join John Maher, CFA and CIO, as he takes a deep dive into the comprehensive topic of Behavioral Finance.

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10 Tips for Small Business Owners

By CCR WM | May 15, 2022

Small business owners should conduct an annual assessment of their personal finances. Here are 10 tips to follow in weighing a small business owner’s financial plan.

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How Diversification Can Help Small Business Owners Manage Risk

By CCR WM | May 10, 2022

We hear all the time that spreading our portfolios’ holdings across many asset classes is the best defense against losses when the bears hit Wall Street. But as a business owner, there’s a good chance that your diversification strategy may not work as you intended. Here’s why.

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