CCR Insights

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How To Support Black-Owned Businesses

By CCR WM | February 2, 2024

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

By CCR WM | January 30, 2024

Start the new year off on a good note with our simple financial checklist!

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January 2024 Market Outlook

By CCR WM | January 29, 2024

A look into the current state of the market as of January 2024.

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Money-Saving Tips For Managing Your Subscriptions

By CCR WM | January 23, 2024

A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.

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2024 Resolutions to Help Build Financial Independence

By CCR WM | January 18, 2024

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

By CCR WM | January 16, 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

By CCR WM | January 4, 2024

CCR will be at the 2024 AFCA Conference! Join us at Booth 340.

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2024 Updated Income Tax Brackets & More

By CCR WM | December 26, 2023

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

By CCR WM | December 19, 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

By CCR WM | December 14, 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

By CCR WM | December 12, 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

By CCR WM | December 7, 2023

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

By CCR WM | November 30, 2023

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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A Lesson in Education Planning

By CCR WM | November 28, 2023

Are you a parent who has spent 18 years teaching their child? It’s time to learn about funding education with the guidance of experts.

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Using Life Insurance to Fund Your Child’s Education

By CCR WM | November 21, 2023

Investing in a life insurance policy is one way to prep for your child’s higher education, and can provide extra security in the long run.

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CCR at Habitat for Humanity 2023

By CCR WM | November 17, 2023

Shout out to all the amazing CCR volunteers who came out to help with the Habitat for Humanity project this month!

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Understanding Retirement Benefits for Veterans

By CCR WM | November 16, 2023

Veterans, did you know the US offers Aid & Attendance benefits to support your retirement? Know the facts & all your options!

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How Interest Rates Can Impact Your Mortgage Costs

By CCR WM | November 2, 2023

Dreaming of buying a home? Learn more about how changing interest rates can affect your mortgage payments.

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HSA vs PPO: Advantages and Disadvantages

By CCR WM | October 31, 2023

Open enrollment is soon! Two options you should consider are a Health Savings Account plan and a Preferred Provider Organization plan.

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Maximize Your 2024 Healthcare Savings With Your HSA

By CCR WM | October 26, 2023

With the IRS raising the contribution limit for 2024, now is the perfect time to make the most of your HSA!

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What is an HSA?

By CCR WM | October 24, 2023

Save money & live healthier by opening an HSA to manage your healthcare costs, even if you’re on a high-deductible plan.

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The Value of Insuring Against Life’s Risks

By CCR WM | October 19, 2023

October is Disability Awareness Month, and a great reminder to invest in our families’ future with disability insurance.

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Your Cybersecurity Checklist

By CCR WM | October 17, 2023

Don’t be a statistic: follow this checklist to better navigate the situation if you ever experience a data breach.

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Tips for Safeguarding Your Identity Online

By CCR WM | October 12, 2023

Learn the risks associated with divulging your personal info and the steps you need to take to mitigate them below.

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Recognizing Phishing Emails

By CCR WM | October 5, 2023

Stay safe online by learning to recognize “phishing” emails.

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