Paying Back Your University Loans
Dental students, did you know that several options make it easier to pay off Federal student loans?
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Dear Millennials, We See You
Post-graduation debt can be overwhelming when you’re working hard to build your future. See how CCR can help.
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Student Debt Management
Having a plan to manage your debt may help improve your financial well-being and move you closer to achieving financial security.
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Subsidized vs Unsubsidized Loans
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
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Tips Before Your Child Signs for Student Loans
Worried about your child taking on student loan debt? With the right strategy, your student can be debt-free in no time!
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6 Questions About 529 Plans
Are you considering a 529 plan for your child’s future college expenses? Here are 6 questions parents frequently ask financial advisors!
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The Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
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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!
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CCR & Empire Asset Management Merger
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!
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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.
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Critical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
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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.
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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.
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A Quick Primer On Living Wills
Consider implementing a living will to ensure you’re protected in case of the unexpected.
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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.
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Disability & Your Finances
Rather than depending on social security, consider protecting yourself with disability insurance.
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The Complex Waters of Aging Parent’s Finances
This National Parents’ Day, consider taking a second look at your aging parents’ finances.
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The Importance of Diversification
Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.
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Diversification: Blending Your Investment Ingredients
Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.
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Diversification & Correlation
Investors need to know the difference between diversification and correlation, as your diversification strategy may not work as you intended.
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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!
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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.
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Tax & Estate Strategies For Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community!
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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.
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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!
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