Six Habits That Can Transform Your Finances
Without strong habits, spending can rise with income, hindering your long-term goals. Think of these habits as your “autopilot” system guiding you toward financial stability.
Five Habits to Approach Retirement with Confidence
Retirement marks a new chapter, one that often requires a shift in both strategy and mindset. After decades of saving, moving into the distribution phase can feel overwhelming. The good news? With the right habits, you can approach this stage with confidence and clarity. Here are five practical habits to consider: 1. Schedule Regular Financial…
Build Strong Financial Habits for Retirement
Retirement isn’t the end of planning; it’s the start of a new chapter called the distribution phase. This stage focuses on preserving savings, creating a reliable income, and preparing for surprises. With the right habits, you can enjoy financially independent, work-optional years while avoiding risks that may erode your stability. Here are six habits that…
Do You Owe The AMT?
If you want to avoid surprises this tax season, understanding your AMT status could save you time and money.
Take on Tax Season with Our Last-Minute Tax Preparation Tips
As Tax Day approaches, we understand the pressure many of you might be feeling to get everything in order. Whether you’ve been caught up in life’s demands or simply need a bit of guidance to help you make the most of your tax situation, we’re ready to assist. But remember to work closely with your…
How Your 401(k) Impacts Employee Retention
Attracting and retaining skilled employees is one of the most persistent challenges for many businesses, including medical and dental practices. Employees like administrative staff, technicians, nurses, hygienists, and dental assistants are in high demand. For example, according to the latest data from the U.S. Bureau of Labor Statistics (BLS) there were approximately 221,600 dental hygienists and roughly…
6 Smart Wealth-Building Money Habits to Start Early
Rising income doesn’t always mean growing wealth… unless you have the right habits in place! Discover 6 habits to build wealth early.
5 Unexpected Costs That Can Disrupt Retirement
Unexpected costs can throw off even the best plans. Here are 5 expenses retirees often overlook and how proactive planning can help you stay on track.
What Does “Adjusted for Inflation” Mean?
Explore how inflation adjustments can affect your retirement planning.
Healthcare Costs in Retirement
Take control of your future — start understanding your retirement healthcare needs today!
New Retirement Contribution Limits for 2026
While the 2026 contribution limit changes are subtle, even small updates can impact your financial strategy.
2026 IRA Deadlines Are Approaching
Here’s what you need to know about the 2026 IRA deadlines, including key updates and distinctions to help you plan ahead.
Exploring the Federal Student Grant Program
Explore the various federal grants awarded to students in need each year!
What Families Need to Know about the 2026-2027 FAFSA
Here’s what you need to know about the 2026-2027 FAFSA.
What to Gather for Your Tax Preparer
Make sure you have the key documents ready to keep the tax return process smooth and efficient.
One Big Beautiful Bill Act 2026 Changes
Here are the key changes you need to know about under the new One Big Beautiful Bill Act of 2026.
January Is National Financial Wellness Month 2026
January is a great time to examine your money habits, priorities, and peace of mind.
How to Drive Financial Momentum into Next Year
As the year ends, consider these five areas to strengthen your financial foundation.
Social Security COLA and Medicare Part B Premiums
The Social Security Administration announced a 2.8% increase in benefits for 71 million Americans in 2026. However, remember that Medicare Part B premiums can impact your finances.
Building Financial Wellness in a High-Cost Environment
You can’t invest your way to financial security with a shaky foundation! Let CCR help you strengthen your financial base!
How to Stay Calm When Markets Get Noisy
The stock market’s smooth ride has hit some bumps, but with a solid portfolio and a clear long-term plan, you can stay grounded amidst the chaos.
Year-End Strategies to Protect Your Wealth
As the year winds down, it’s the perfect time to review your retirement strategy and optimize your tax exposure!
Navigating New Charitable Giving Rules
The One Big Beautiful Bill Act is set to change charitable giving in 2026. Keep in touch with your CCR financial professional to stay informed and make the most of your giving!
Investment Implications of the Shifting E-Commerce Landscape
AI is transforming the way consumers discover, compare, and purchase products online, creating both risks and opportunities for investors in the retail sector.
January 2026 Market Outlook
Take a look into the current state of the market with CIO and Financial Consultant John Maher.
Read More about January 2026 Market Outlook