CCR Insights

What's New With CCR


A Quick Look at Your Life Insurance Needs

By CCR WM | March 28, 2023

How much life insurance is enough? A general rule of thumb is to implement a “needs analysis”, then design a plan to ensure that money will be available to meet those objectives.

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The Rationale Behind Permanent Life Insurance

By CCR WM | March 23, 2023

Term insurance premiums can be a significant expense; however, there may be instances where term insurance is the best choice.

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How to Minimize Taxes During Market Downturns

By CCR WM | March 21, 2023

Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.

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CCR Listed on the Top DC Advisor Teams for 2022

By CCR WM | March 21, 2023

CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2022!

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Protect the MVP with Disability Insurance

By CCR WM | March 16, 2023

Coaches, being on the field is key to your team’s success. Having sufficient disability insurance could be key to your family’s success. When was the last time you reviewed your disability insurance?

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2023 Annual Tax Guide

By CCR WM | March 13, 2023

Learn where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.

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Solidify Your Future with Disability Income Insurance

By CCR WM | March 10, 2023

Have you considered how you’d pay your bills and daily expenses in the event of a disability?

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Disability & Business Owners

By CCR WM | March 7, 2023

Learn how disability insurance can help protect you and your business!

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What’s My 2023 Tax Bracket?

By CCR WM | March 3, 2023

Do you know what 2023 tax bracket you fall into? If not, find out using this guide.

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Umbrella Insurance

By CCR WM | February 28, 2023

Financial Planner Amanda Hancock discusses what umbrella insurance is and the benefits it may yield to some clients. Watch the full video below!

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Celebrating Black History Month: Be Healthy

By CCR WM | February 9, 2023

Regularly checking your net worth helps you assess where you are, measure your progress toward your goals, and build a financial plan.

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Support Black Businesses

By CCR WM | February 8, 2023

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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Protecting Your Financial Information Online

By CCR WM | February 3, 2023

While nothing can guarantee complete safety against tracking, hacking, identity theft, phishing scams, and other cyberspace risks, understanding how to protect your privacy can help minimize your exposure to risk.

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Protecting Yourself From Identity Theft

By CCR WM | January 31, 2023

Identity theft is impossible to prevent completely. But there are a few strategies you can use to help prevent it.

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Roth vs Traditional 401k

By CCR WM | January 30, 2023

Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.

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Millennials and Retirement: How Do You Stack Up?

By CCR WM | January 27, 2023

If you’re a Millennial and not already contributing to a retirement account, consider starting now, especially if your employer offers a matching program.

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Moving Your 401(k) to Roth IRA Tax-Free

By CCR WM | January 26, 2023

When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.

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Assessing Your Retirement Resources

By CCR WM | January 20, 2023

Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.

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January 2023 Market Outlook

By John Maher, CFA | January 13, 2023

While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.

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New Year’s Financial Checklist

By CCR WM | January 12, 2023

The start of the new year is a great time to recommit yourself to achieving your financial goals.

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Are You Concerned You’ll Outlive Your Money?

By CCR WM | January 6, 2023

Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.

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Use a DAF to Maximize Your Charitable Contributions

By CCR WM | December 23, 2022

If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.

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How to Protect Yourself While Helping Others

By CCR WM | December 21, 2022

Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.

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What To Do When Your Income Reaches 7 Figures

By CCR WM | December 21, 2022

Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.

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ID Theft: Be Prepared, Be Proactive.

By CCR WM | December 19, 2022

What can you do to safeguard identity, credit card numbers and account information online?

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