Planning for a Longer Retirement is a Must
A major concern for retirees is longevity risk. Our financial professionals can help you explore options like guaranteed minimum withdrawal benefits, immediate annuities, and QLACs.
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Financial Planning for Dentists
Financial planning looks different for dental practice owners. Find out how CCR can help you navigate these complexities!
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Prepare for Unexpected Expenses in Retirement
Many retirees underestimate unpredictable costs like hidden housing, uncovered healthcare, long-term care, family crises, and inflation.
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How Insurance Supports Your Financial Goals
Insurance may not be as flashy as investment planning, but it’s a crucial tool for protecting your income, assets, and legacy.
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Buying a Vacation Home
Thinking of buying a vacation home? Here are 5 questions to consider first.
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Rebalancing Your Portfolio
If an investment is successful, most people naturally want to stick with it. But is that the best approach?
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Summertime Checkup
Summer’s here! Here are some questions to ask yourself mid-year.
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An Investment Decision Not Made Is Still a Decision
Investment inaction can manifest in various forms, often silently and invisibly, and may have significant implications for an individual’s future financial security.
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Exploring the Federal Student Grant Program
Don’t overlook the various federal grants awarded to students in need each year! Here’s what you need to know.
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Estate Management Checklist
An effective estate plan empowers you to control your future and safeguard your family’s financial well-being, even after you’re gone. Check out our Estate Planning Checklist!
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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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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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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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July 2025 Market Outlook
Despite a noisy start to the year, markets have shown resilience. While concerns like high valuations and economic uncertainty remain, we’re seeing encouraging signs: broader market strength, easing inflation, and global opportunities outside the S&P 500.
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