Your Cybersecurity Checklist
Don’t be a statistic: follow this checklist to better navigate the situation if you ever experience a data breach.
Tips for Safeguarding Your Identity Online
Learn the risks associated with divulging your personal info and the steps you need to take to mitigate them below.
Recognizing Phishing Emails
Stay safe online by learning to recognize “phishing” emails.
October 2023 Market Outlook
A look into the current state of the market, as of October 2023.
Your CCR Team
In September, the CCR team met in Westboro, MA for our annual meeting. From new faces to familiar ones, check out our updated group photo!
Choosing the Best Debt Repayment Strategy
Two effective methods for tackling debt: paying off the smallest balances first or paying off the highest interest balances first.
Paying Back Your University Loans
Dental students, did you know that several options make it easier to pay off Federal student loans?
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.
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.
Subsidized vs Unsubsidized Loans
Understanding the difference between subsidized and unsubsidized loans is essential when payments restart!
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!
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!
The Importance of 529 Plans
Find out how a 529 plan fits into your family’s financial and college plan!
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!
CCR & Empire Asset Management Merger
CCR welcomes Empire Asset Management into our team of professionals, striving to enhance our client services!
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.
Critical Estate Documents
Understanding the difference and benefits of financial & healthcare documents is vital to your estate plan.
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.
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.
A Quick Primer On Living Wills
Consider implementing a living will to ensure you’re protected in case of the unexpected.
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.
Disability & Your Finances
Rather than depending on social security, consider protecting yourself with disability insurance.
The Complex Waters of Aging Parent’s Finances
This National Parents’ Day, consider taking a second look at your aging parents’ finances.
The Importance of Diversification
Retirement Consultant Jared T. Evangelous, CRPC®, discusses the importance of diversification.
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!
Read More about July 2023 Market Outlook