5 Estate Considerations For The LGBTQ+ Community
LGBTQ+ couples face particularly complicated issues when establishing a workable estate strategy.
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Revamped Website
We are thrilled to unveil our newly redesigned website, tailored to enhance your wealth management experience!
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401(k) Rollovers Can Make or Break Retirement
Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.
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Older Americans: Growing Targets of Financial Fraud
Older generations grew up in a world where it was customary to be courteous and trusting. Unfortunately, this often puts them at greater risk for financial fraud.
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Countdown to Retirement
Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.
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CCR Attended the Annual Worcester Women’s Leadership Conference
On May 4th, some of the brightest women of CCR attended the Annual Worcester Women’s Leadership Conference!
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Business Succession Considerations for Small Business Owners
Small business owners, consider looking into business succession plans, which is aimed at maintaining the future health of businesses.
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Mental Health & Group Benefits
Medical insurance companies offer excellent mental health coverage. Let CCR assist you in offering this valuable benefit to your employees.
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Congrats Vinny Palmerino on CFP Designation!
We’d like to extend a huge congratulations to our Financial Consultant Vincenzo Palmerino, CFP®, who recently passed the CFP test!
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Diversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.
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CCR Locations
CCR is pleased to announce that, as we expand, we will be able to serve a broader area of the United States!
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Retirement Planning Does Not Stop in Retirement
Unexpected costs, such as family emergencies, will occur in retirement… that’s why your retirement planning needs to incorporate more than just investments.
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Earth Day at CCR
We support the Regional Environmental Council in building a healthy and sustainable community.
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CCR Earth Day Cleanup 2023
Every year, we take pride in celebrating Earth Day by cleaning the Lyman St Rail Trail.
Read MoreAmerica’s Changing Vision of Retirement
As you prepare and save for retirement, give some thought to the kind of retirement you envision for yourself.
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CCR Listed on Forbes Best in State Wealth Advisor 2023
CCR is pleased to be listed again on the Forbes Best in State list!
Read MoreBuilding Generational Wealth With Hard Assets
One of the most effective ways to build generational wealth can be through investing in hard assets that hold their value – and offer long-term growth potential.
Read MoreFive Questions to Ask Before Retiring
You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially?
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A Quick Look at Your Life Insurance Needs
How much life insurance is enough? A general rule of thumb is to implement a “needs analysis”, then design a plan to ensure that money will be available to meet those objectives.
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The Rationale Behind Permanent Life Insurance
Term insurance premiums can be a significant expense; however, there may be instances where term insurance is the best choice.
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How to Minimize Taxes During Market Downturns
Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.
Read MoreCCR Listed on the Top DC Advisor Teams for 2022
CCR Wealth Management is pleased to be listed again on the Top DC Advisor Teams for 2022!
Read MoreProtect the MVP with Disability Insurance
Coaches, being on the field is key to your team’s success. Having sufficient disability insurance could be key to your family’s success. When was the last time you reviewed your disability insurance?
Read More2023 Annual Tax Guide
Learn where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.
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April 2023 Market Outlook
A look into the current state of the market as of April 2023.
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