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.
Read More
Mental Health & Group Benefits
Medical insurance companies offer excellent mental health coverage. Let CCR assist you in offering this valuable benefit to your employees.
Read More
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!
Read More
Diversification & Small Business
As a small business owner, there’s a good chance that your diversification strategy may not work as you intended.
Read More
CCR Locations
CCR is pleased to announce that, as we expand, we will be able to serve a broader area of the United States!
Read More
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.
Read More
Earth Day at CCR
We support the Regional Environmental Council in building a healthy and sustainable community.
Read More
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.
Read More
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?
Read More
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.
Read More
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.
Read More
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.
Read More
Solidify Your Future with Disability Income Insurance
Have you considered how you’d pay your bills and daily expenses in the event of a disability?
Read MoreDisability & Business Owners
Learn how disability insurance can help protect you and your business!
Read MoreWhat’s My 2023 Tax Bracket?
Do you know what 2023 tax bracket you fall into? If not, find out using this guide.
Read More
Umbrella Insurance
Financial Planner Amanda Hancock discusses what umbrella insurance is and the benefits it may yield to some clients. Watch the full video below!
Read MoreCelebrating Black History Month: Be Healthy
Regularly checking your net worth helps you assess where you are, measure your progress toward your goals, and build a financial plan.
Read MoreSupport Black Businesses
By supporting Black-owned businesses, you can show your support for the Black community while improving your local economy at the same time.
Read More
April 2023 Market Outlook
A look into the current state of the market as of April 2023.
Read More