Five 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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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.
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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 MoreProtecting Your Financial Information Online
While nothing can guarantee complete safety against tracking, hacking, identity theft, phishing scams, and other cyberspace risks, understanding how to protect your privacy can help minimize your exposure to risk.
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Protecting Yourself From Identity Theft
Identity theft is impossible to prevent completely. But there are a few strategies you can use to help prevent it.
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Roth vs Traditional 401k
Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.
Read MoreMillennials and Retirement: How Do You Stack Up?
If you’re a Millennial and not already contributing to a retirement account, consider starting now, especially if your employer offers a matching program.
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Moving Your 401(k) to Roth IRA Tax-Free
When you retire, you can roll after-tax contribution money into a Roth IRA on a tax-free basis. But, there are some important caveats.
Read MoreAssessing Your Retirement Resources
Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.
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New Year’s Financial Checklist
The start of the new year is a great time to recommit yourself to achieving your financial goals.
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Are You Concerned You’ll Outlive Your Money?
Americans are living longer than ever, meaning your retirement could easily stretch to 30 years or more! By working with a CCR financial professional, you can prepare in three simple steps.
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Use a DAF to Maximize Your Charitable Contributions
If you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option.
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How to Protect Yourself While Helping Others
Taking the proper precautions before donating to a cause ensures that your donations go to the people and organizations you want to help—and that you’re meeting both your personal and financial goals.
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What To Do When Your Income Reaches 7 Figures
Has a recent financial event raised your net worth to the next level? Reach out to your CCR financial professional to review your account and next steps.
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January 2023 Market Outlook
While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.
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