CCR Insights


Estate Planning Checklist

By CCR WM | April 12, 2024

Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.

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CCR Listed #15 on Forbes 2024 Best-In-State Wealth Advisors

By CCR WM | April 9, 2024

CCR is honored that David Borden, Managing Partner and Financial Consultant, is listed #15 in the state of MA on the Forbes list of Best-in-State Wealth Advisors!

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Estate Planning as a Family

By CCR WM | April 7, 2024

Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.

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Estate Planning for Small Business Owners

By CCR WM | April 4, 2024

If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.

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CCR Listed on 2024 NAPA Top DC Advisor Teams

By CCR WM | April 2, 2024

CCR is honored to be listed on the NAPA Top DC Advisor Teams for the 8th year in a row!

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April is Financial Literacy Month

By CCR WM | April 2, 2024

April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.

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Tips For Improving Financial Health Into Retirement

By CCR WM | March 19, 2024

As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.

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Women & Financial Security

By CCR WM | March 12, 2024

Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.

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Women Approach Investing Differently

By CCR WM | March 7, 2024

Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?

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Celebrating The Women of CCR 2024

By CCR WM | March 5, 2024

CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!

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2024 Annual Tax Guide

By CCR WM | February 29, 2024

New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.

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2024 Tax Planning Whitepaper

By CCR WM | February 27, 2024

Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!

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The “Average” Benefit of Dollar Cost Averaging

By CCR WM | February 22, 2024

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.

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2023 IRA Deadlines: What You Need to Know

By CCR WM | February 8, 2024

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.

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Financial Wellness on Your Path to Retirement

By CCR WM | February 6, 2024

Secure your golden years! Pursue financial wellness in retirement with these key strategies.

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How To Support Black-Owned Businesses

By CCR WM | February 2, 2024

By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!

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New Year’s Financial Checklist 2024

By CCR WM | January 30, 2024

Start the new year off on a good note with our simple financial checklist!

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January 2024 Market Outlook

By CCR WM | January 29, 2024

A look into the current state of the market as of January 2024.

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Money-Saving Tips For Managing Your Subscriptions

By CCR WM | January 23, 2024

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

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2024 Resolutions to Help Build Financial Independence

By CCR WM | January 18, 2024

Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.

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Get Your Financial Plan on Track for 2024

By CCR WM | January 16, 2024

The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!

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CCR at AFCA 2024

By CCR WM | January 4, 2024

CCR will be at the 2024 AFCA Conference! Join us at Booth 340.

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2024 Updated Income Tax Brackets & More

By CCR WM | December 26, 2023

The IRS released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.

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Your Year-End Financial Checklist 2023

By CCR WM | December 19, 2023

As 2023 comes to a close, it’s time to take a look at our finances and see what moves will set us on the right path for 2024.

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End-of-the-Year Money Moves 2023

By CCR WM | December 14, 2023

As the year comes to a close, don’t forget to review your financial goals and tick all the boxes for your future!

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