The Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
Read More
National Women’s Equality Day
CCR takes great pride in celebrating National Women’s Equality Day in honor of the remarkable women within our firm!
Read More
CCR & Empire Asset Management Merger
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!
Read More
Acquaint Grown Children with Your Financial Affairs
Informing adult children about personal, financial, and estate planning information can ensure they take timely action during emergencies.
Read More
Critical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
Read More
Avoid Common Missteps When Naming Beneficiaries
Here are typical gaps we see in the estate planning process, which you can avoid by being aware of them.
Read More
The Difference Between Trusts and Wills
Do you know the difference between a will and revocable trust? If not, now’s the time to learn.
Read More
A Quick Primer On Living Wills
Consider implementing a living will to ensure you’re protected in case of the unexpected.
Read More
Disability Income Insurance—A Partner When You’re in Need
Disability income protection is often left out of planning; however, it can help fill the void when income stops and bills mount.
Read More
Disability & Your Finances
Rather than depending on social security, consider protecting yourself with disability insurance.
Read More
The Complex Waters of Aging Parent’s Finances
This National Parents’ Day, consider taking a second look at your aging parents’ finances.
Read More
The Importance of Diversification
Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.
Read More
Diversification: Blending Your Investment Ingredients
Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.
Read More
Diversification & Correlation
Investors need to know the difference between diversification and correlation, as your diversification strategy may not work as you intended.
Read More
Summer: Great Time to Teach Kids About Money
July is National Make a Difference to Children Month, which is a great time to teach your kids about money!
Read More
Permanent vs. Term Insurance
When choosing life insurance coverage, take a closer look at the short- and long-term benefits of permanent vs term insurance.
Read More
Tax & Estate Strategies For Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community!
Read More
Insurance Protection for Life’s Key Stages
Life cycle planning helps individuals and families identify insurance needs that are common to particular stages of life.
Read More
Life Insurance: How Much Is Enough?
When determining the appropriate amount of life insurance coverage for your family, you may want to conduct a “needs analysis”.
Read More
Revisiting Elder Care Issues
Existing financial, health care, and living arrangements that were satisfactory at age 65 often require a second look.
Read More
The Role of Caregiver Affects Women Differently
Caregiving can affect women’s professional advancement at work, as well as their ability to save and plan for retirement.
Read More
Merger of Our Cetera Advisors Teams
We are pleased to announce that a smaller, local Branch of Cetera Advisors will be merging with CCR Wealth!
Read More
5 Estate Considerations For The LGBTQ+ Community
LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.
Read More
Revamped Website
We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!
Read More
July 2023 Market Outlook
The second half of 2023 is likely to be less celebratory than the first half has been. Don’t fight the Fed!
Read More