Estate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
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CCR Listed on 2024 NAPA Top DC Advisor Teams
CCR is honored to be listed on the NAPA Top DC Advisor Teams for the 8th year in a row!
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April is Financial Literacy Month
April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.
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Tips For Improving Financial Health Into Retirement
As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.
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Women & Financial Security
Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.
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Women Approach Investing Differently
Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?
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Celebrating The Women of CCR 2024
CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!
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2024 Annual Tax Guide
New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.
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2024 Tax Planning Whitepaper
Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!
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The “Average” Benefit of Dollar Cost Averaging
Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.
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2023 IRA Deadlines: What You Need to Know
Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.
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Financial Wellness on Your Path to Retirement
Secure your golden years! Pursue financial wellness in retirement with these key strategies.
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How To Support Black-Owned Businesses
By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!
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New Year’s Financial Checklist 2024
Start the new year off on a good note with our simple financial checklist!
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January 2024 Market Outlook
A look into the current state of the market as of January 2024.
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Money-Saving Tips For Managing Your Subscriptions
A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.
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2024 Resolutions to Help Build Financial Independence
Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.
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Get Your Financial Plan on Track for 2024
The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!
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CCR at AFCA 2024
CCR will be at the 2024 AFCA Conference! Join us at Booth 340.
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2024 Updated Income Tax Brackets & More
The IRS released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year.
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Your Year-End Financial Checklist 2023
As 2023 comes to a close, it’s time to take a look at our finances and see what moves will set us on the right path for 2024.
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End-of-the-Year Money Moves 2023
As the year comes to a close, don’t forget to review your financial goals and tick all the boxes for your future!
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CCR Gives to DCF 2023
We are so proud to have been able to gift 10 boys and girls in DCF care a complete outfit and a toy this holiday season!
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The Pros and Cons of Charitable Giving Strategies
Learn how to use the most effective charitable giving strategies this holiday season with our comprehensive guide.
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Tips for Getting the Most Benefit from a 529 Plan
There are two types of 529 plans: Prepaid Tuition Plans and College Savings Plans. Here’s how to get the most benefit from either plan!
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