Roadmap to Retirement Tax & Investment Strategies
Discover 6 strategies for retirement savings: Roth IRA, Roth conversions, Catch-up Contributions, Saver’s Credit, Avoiding Early Withdrawal Penalties, and Required Minimum Distributions.
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Addressing Care Options Now for Your Aging Parents
Happy National Grandparent’s Day! Let’s take the time to honor our incredible grandparents today and consider how we can support them in the future.
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September Is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month – learn more about your options and find the right coverage for you.
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How To Know When It’s Time To Sell Your Home
Feeling overwhelmed about selling your home? Let CCR guide you through the process.
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Are You Ready to Sell Your Home?
Discover the main factors you should consider when deciding if it makes sense to sell your home.
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Empowering Financial Independence for Women
Women face unique financial challenges and need to proactively plan. Work with a financial advisor who understands YOUR unique needs.
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6 Smart Strategies to Boost Your Retirement Savings
Check out these six powerful tax and investment strategies that can help you save and pursue your goals for retirement.
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Let’s See That “Retirement Smile!”
Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.
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Planning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
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August is Perfect for Back-to-School Planning
It’s back-to-school time, which means college planning is on the horizon. The earlier you start saving, the easier it will be to send your kids to college.
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Military Veterans and Customized Financial Planning
CCR financial professionals can make sure our veterans get the support they need!
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Managing Debt: Don’t Go It A-Loan
Are you juggling multiple loan payments each month? With the right plan, you can go from just getting by to getting ahead.
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Choosing the Best Debt Repayment Strategy
Tackling debt can be overwhelming, but there are two proven methods for success: avalanche and snowball. Ready to take control of your finances?
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The Power of Compound Interest: A Key to Building Wealth
Understanding compound interest is crucial for financial success. Don’t miss out on this key concept for building wealth!
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Protect Against a Scorching Market
The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.
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Annual Reviews
It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.
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Leaving a Legacy Saving for Your Family’s Financial Future
Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.
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July 2024 Market Outlook
A look into the current state of the market as of July 2024.
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401(K) Vs. IRA: What You Should Know
Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.
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New Opportunities for LGBTQ+ Business Owners
Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.
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Don’t Delay an Important Discussion
If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.
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Real Financial Issues in the LGBTQ+ Community
Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.
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What to Expect When Working with Your Estate Planning Team
When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.
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Estate Planning for the LGBTQ+ Community
Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.
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LGBTQ+ Community Has Unique Aging Issues
LGBTQ+ baby boomers experience unique economic and health disparities. Learn how to make long-term care planning, healthcare planning, and needs unique to the LGBTQ+ community part of your financial planning analysis.
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