CCR Insights

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The “Average” Benefit of Dollar Cost Averaging

By CCR WM | February 22, 2024

Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.

2023 IRA Deadlines: What You Need to Know

By CCR WM | February 8, 2024

Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.

Financial Wellness on Your Path to Retirement

By CCR WM | February 6, 2024

Secure your golden years! Pursue financial wellness in retirement with these key strategies.

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!

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!

January 2024 Market Outlook

By CCR WM | January 29, 2024

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

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.

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.

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!

CCR at AFCA 2024

By CCR WM | January 4, 2024

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

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.

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.

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!

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!

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.

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!

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.

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.

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!

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!

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.

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.

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!

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.

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.