CCR Insights


The Pros and Cons of Charitable Giving Strategies

By CCR WM | December 7, 2023

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

By CCR WM | November 30, 2023

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

By CCR WM | November 28, 2023

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

By CCR WM | November 21, 2023

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

By CCR WM | November 17, 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

By CCR WM | November 16, 2023

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

By CCR WM | November 2, 2023

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

By CCR WM | October 31, 2023

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

By CCR WM | October 26, 2023

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?

By CCR WM | October 24, 2023

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

By CCR WM | October 19, 2023

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

By CCR WM | October 17, 2023

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

By CCR WM | October 12, 2023

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

By CCR WM | October 5, 2023

Stay safe online by learning to recognize “phishing” emails.

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October 2023 Market Outlook

By CCR WM | October 5, 2023

A look into the current state of the market, as of October 2023.

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Your CCR Team

By CCR WM | October 3, 2023

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

By CCR WM | September 28, 2023

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

By CCR WM | September 25, 2023

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

By CCR WM | September 21, 2023

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

By CCR WM | September 18, 2023

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

By CCR WM | September 14, 2023

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

By CCR WM | September 12, 2023

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

By CCR WM | August 29, 2023

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

By CCR WM | August 29, 2023

Find out how a 529 plan fits into your family’s financial and college plan!

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National Women’s Equality Day

By CCR WM | August 22, 2023

CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!

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