Financial Planning & Wellness
Advisor and Certified Financial Planner Andrew Bonetti discusses the basic steps you should take in planning for your future.
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March for Babies 2019
Each year CCR raises money and participates in the local March of Dimes March for Babies walk in Worcester, MA.
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April 2019 Market Outlook
Take a look into the current state of the market with our April 2019 Market Outlook.
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March/April 2019 Outlook Recap
Watch a 4 minute recap of last month’s market outlook and a brief introduction to topics that will be discussed in our outlook!
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March 2019 Market Outlook
Take a look into the current state of the market with our March 2019 Market Outlook.
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Three Retirement Focus Points
Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
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Keys to Managing Student Loans
A growing concern for many clients, here are a few keys to understanding student loans and how to effectively manage them.
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CCR on Forbes Best in State List
CCR is honored to once again be listed on the Forbes Best in State List 2019!
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Social Security Scam & FAQ’s
There is a current scam regarding Social Security going around the country right now that we would like you to be aware of.
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February 2019 Market Outlook
Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.
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2019 Federal Income Taxes
View a handy graph concerning the 2019 federal income taxes!
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GTM Periodic Table
The GTM Periodic Table is what we call a “periodic table” of asset-type returns.
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CFA Boston Market Dinner
CCR is proud to sponsor the @CFABoston #CFABMarketDinner!
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Important Tax Info for 2019
It’s Tax Time Again! View the video presented by Lisa Comeau on important tax time information.
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January 2019 Market Outlook
The exogenous nature of factors affecting agriculture and energy prices has kept us from abandoning—or adding to commodities for the last nine months.
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Coats for Kids 2019
WOW – we just filled our entire 18 foot table with 65 COATS and 16 HATS/MITTENS for the local Department of Children and Families office!
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New Year, New IRS Cost of Living Adjustments
The IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019.
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CCR Named to the 2018 NAPA Top DC Advisor Teams List
CCR is proud to be recognized by the National Association of Plan Advisors (NAPA) for our service in the retirement plan market.
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November 2018 Market Outlook Video
Watch our latest Market Outlook Video to gain insights on the current market and economic conditions.
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Salvation Army Thanksgiving Dinner Distribution
Our team volunteered at the Salvation Army’s Thanksgiving Dinner Distribution, where 2,000 families received a Thanksgiving Dinner including all the fixings.
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October 2018 Market Outlook
This Outlook edition has (uncharacteristically) trod lightly on economic numbers and interest rate narratives. Suffice to say, the numbers have remained quite strong since our last e-mail in August.
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CCR listed on the Financial Times Top 401 Retirement Advisors
We are proud to be named in the 2018 edition of the Financial Times 401 Top Retirement Advisers.
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How to Talk to Clients About Money and Marriage
Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning.
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CCR Purchases Books for Local Classroom
This year we chose a classroom we found that needed books. We received a sweet letter of thanks from the teacher.
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Community Harvest 2018
CCR harvested eggplant, tomatoes and peppers for the Community Harvest Project, a non-profit farm that grows fresh fruits and vegetables for the community.
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