CCR Insights

What's New With CCR

Categories

Retirement Strategies for Millennials

By CCR WM | September 12, 2022

Retirement looks different now than it did for prior generations, and many Millennials worry that Social Security will not be available for them when they retire.

Read More

A Long-Term Opportunity: Home-Based Care

By CCR WM | August 31, 2022

Home-based care enables you or your loved one to remain at home, living independently but receiving needed support and assistance.

Read More

Should You Name Irrevocable Beneficiaries?

By CCR WM | August 30, 2022

One of the most important decisions you’ll make is who will receive your assets and take over your estate. To help ensure your loved ones receive the assets you want them to have, you can name irrevocable beneficiaries.

Read More

A Woman’s Guide to Long-Term Care

By CCR WM | August 24, 2022

Women face unique financial challenges as they age. Compared to men, women live longer, earn less, and spend fewer years in the workforce. If you’re a woman or support a woman in your life, consider looking into LTC options.

Read More

A Step-by-Step Plan for Helping Your Parents

By CCR WM | August 19, 2022

The best plans for managing the finances of an older relative are made when that individual is still healthy. Addressing care options now for your aging parents will pay dividends for everyone! Learn more with this infographic:

Read More

Elder Abuse & Estate Planning

By CCR WM | August 17, 2022

Financial Planner Jon Lilja discusses elder abuse, estate planning, and the importance of POLST in his newest educational video.

Read More

Dealing with Elder Care Issues

By CCR WM | August 16, 2022

Plans created at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. If you have an aging parent or relative, look into these arrangements to address their concerns.

Read More

Addressing Care Options Now for Your Aging Parents

By CCR WM | August 10, 2022

If you haven’t yet, you should start to address elder care with your parents to make sure that they are comfortable in their later years. It’s never too early to start preparing for the responsibility of caring for parents.

Read More

A Primer on Irrevocable Life Insurance Trusts

By CCR WM | August 8, 2022

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.

Read More

How to Estimate Retirement Expenses

By CCR WM | August 4, 2022

By estimating your expenses and taking steps to prepare, you can ensure an enjoyable retirement. Contact us today for more information.

Read More

Turning Monetary Gifts into Learning Experiences

By CCR WM | August 1, 2022

Parents, consider using monetary gifts as a teaching opportunity. Helping your children learn how to be smart savers could be the best gift that you ever give them.

Read More

Acquaint Grown Children with Your Financial Affairs

By CCR WM | August 1, 2022

Awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.

Read More

Fostering a Child

By CCR WM | July 25, 2022

In the spirit of July’s National Make a Difference to Children month, COO Amanda J. Hopkins discusses one way to make an impact on children in need through fostering.

Read More

Business Loans to Children: What Parents Should Know

By CCR WM | July 22, 2022

Here are some things to consider when lending funds for your child’s business venture.

Read More

Guardianship for Your Children: A Look at the Issues

By CCR WM | July 22, 2022

Selecting a guardian for your children is an extremely personal and important decision. Address these important financial issues before selecting a guardian.

Read More

Financial Care for Special Needs Children

By CCR WM | July 13, 2022

Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.

Read More

[Whitepaper] Planning for a Special Needs Child

By CCR WM | July 8, 2022

Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.

Read More

Life Insurance: Changing Times, Changing Needs

By CCR WM | July 5, 2022

Life insurance is just like any other piece of your financial puzzle. Explore how life insurance may relate to you via Judy in this case study!

Read More

Insurance Protection for Life’s Key Stages

By CCR WM | July 5, 2022

Life cycle planning helps identify insurance needs that are common to particular stages of life. This infographic may help individuals and families examine their insurance requirements in order to make future plans.

Read More

June 2022 Market Outlook

By CCR WM | June 30, 2022

The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.

Read More

Social Security in Our Time

By CCR WM | June 23, 2022

Only 19 percent of people currently working have a written retirement strategy. Understand how Social Security fits into your retirement.

Read More

A Look at Guardianship for Older Adults

By CCR WM | June 16, 2022

If incapacity occurs and there are no advance directives, is guardianship a viable option?

Read More

Mortgage Psychology: What To Do & When

By CCR WM | June 13, 2022

In their latest educational video, Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss Mortgage Psychology and how to best allocate resources when purchasing a home.

Read More

How Americans Spend and Save

By CCR WM | May 31, 2022

Put your spending and saving habits in perspective with this infographic, which depicts how Americans spend and save.

Read More

An Eye on Disability

By CCR WM | May 31, 2022

For those who depend on current earnings, future earning capacity may be their most valuable asset and the one least likely to be protected by insurance.

Read More