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ID Theft: How Does it Happen?

By CCR WM | December 5, 2022

Familiarize yourself with the ways a thief might obtain your information with the intent to steal money or commit other crimes.

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Long-Term Care Insurance Provides Relief for Caregivers

By CCR WM | November 25, 2022

Adults who become their parents’ primary caregivers often assume considerable physical, emotional, and financial stress. When commitments become overwhelming, consider utilizing the following community services detailed below.

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Alzheimer’s and Long-Term Care

By CCR WM | November 23, 2022

While caring for someone with Alzheimer’s can be challenging, there are several options available to help you prepare for the level of care involved at various stages of the disease.

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The Three Keys to a Great Password

By CCR WM | November 18, 2022

A great password is often the only thing standing between you and identity theft. But what makes a password secure? Turns out, there are some important guidelines to follow to keep information safe.

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What You Need to Know about Financial Fraud

By CCR WM | November 16, 2022

November 14-20, 2021 is International Fraud Awareness Week. Speak to your trusted CCR financial professional about how you can protect yourself and your business from identity thieves and fraudsters.

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Vets, Don’t Miss Out on ‘Hidden Benefits’

By CCR WM | November 11, 2022

Many vets may be unaware that the VA offers life insurance—one of several substantial benefits for veterans and their families that you may never have heard of.

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Financial Planning for Veterans is Different

By CCR WM | November 9, 2022

Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.

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Adult Day Health Centers Benefit Older Adults and Their Caregivers

By CCR WM | November 4, 2022

November is National Alzheimer’s Awareness Month. For caregivers, adult day services can be a welcome antidote to caregiver burnout, providing older adults with the care, stimulation, and socialization that corresponds with quality of life.

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Older Americans: Growing Targets of Financial Fraud

By CCR WM | November 2, 2022

Older Americans are growing targets of financial fraud. Learn common scams and how to protect yourself and your information.

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Millennials & Retirement

By CCR WM | October 31, 2022

What unique challenges are millennials facing as their retirement years near? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss these challenges as well as planning tips in their latest educational video.

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Your Security Online: Staying Ahead Of Hackers

By CCR WM | October 26, 2022

By taking a few simple preventative steps, you can lessen the likelihood you’ll become a victim of hacking.

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Health Insurance: How’s Your Coverage?

By CCR WM | October 21, 2022

If you want to supplement your employer-provided coverage, or buy a complete health insurance package, here are some things you should consider.

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October 2022 Market Outlook

By CCR WM | October 20, 2022

The time is now to pivot portfolios that are still smack of yesteryear into more durable mediums of long-term growth.

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Five Financial Tips For New Parents

By CCR WM | October 19, 2022

As a new parent, you may have considered the cost of having a child and the related increase in your regular expenses. But you may not have considered updating your financial strategy and reprioritizing how you spend and save your income.

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Financial Planning

By CCR WM | October 12, 2022

Learn how our planning process aligns your unique needs with your unique financial objectives. Let’s work together to create a roadmap to your future goals!

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Your Security Online: Recognizing Suspicious Content

By CCR WM | October 12, 2022

It’s important to stay safe online. Here’s a list of some of the common types of suspicious content and how to recognize it so you’re ready to navigate this tricky new reality.

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Healthcare Planning

By CCR WM | October 6, 2022

Are you prepared for future healthcare costs? Watch this video to find out why it’s important to plan now for the high cost of healthcare in retirement.

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Be Cyber Smart

By CCR WM | October 6, 2022

Phishing attacks use email or malicious websites to infect your machine with malware and viruses which collect personal and financial information.

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Retirement Income Education

By CCR WM | September 26, 2022

Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.

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Understanding the Estate Planning Process

By CCR WM | September 26, 2022

A well-structured estate plan can be invaluable. Through it, you can control the distribution of your assets and possessions, as well as name guardians for your children or plan care for other dependents.

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The Biggest Financial Pressures Facing Retirees (& How to Plan for Them)

By CCR WM | September 26, 2022

Retirement benefits aren’t what they used to be, but there are actions you can take to get the most out of your existing benefits.

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[Whitepaper] Is College Worth It?

By CCR WM | September 14, 2022

Is college worth it? This whitepaper examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.

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Comparing 403b v Roth IRA

By CCR WM | September 14, 2022

When deciding what types of retirement accounts you may need, it’s important to understand how your options compare. Take 403(b)s and Roth IRAs. Do you know how these two options compare and how you can contribute to each?

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IRS Makes Contribution Limit Changes for 2022

By CCR WM | September 14, 2022

The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020.

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Building Wealth and Avoiding Taxes with Roth IRA

By CCR WM | September 12, 2022

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.

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