Posts Tagged ‘financial planning’
529 Plans Can Now Cover More Than College
Here’s some good news about 529 plans that could change how you think about education savings. For years, these accounts have been straightforward college savings vehicles: contributions grow tax-free, and withdrawals for qualified education expenses aren’t taxed. Tuition, room and board, maybe some books. That’s all changed. Recent federal legislation, specifically the SECURE 2.0 Act…
Read MoreWhat You Need to Know About Trump Accounts
In January, the Treasury Department said more than a million people had signed up for Trump accounts. Are you eligible?
Read MoreHow to Pass Down Financial Values Alongside Wealth
When it comes to legacy planning, assets are usually the easy part. However, financial values don’t pass through documentation. Here are tips for speaking to your family about wealth.
Read MoreRaising Financially Confident Kids
Here are some practical ways to help children develop a healthy relationship with money. Consistent, intentional guidance can make a big difference!
Read MoreSix Habits That Can Transform Your Finances
Without strong habits, spending can rise with income, hindering your long-term goals. Think of these habits as your “autopilot” system guiding you toward financial stability.
Read MoreExploring the Federal Student Grant Program
Explore the various federal grants awarded to students in need each year!
Read MoreWhat to Gather for Your Tax Preparer
Make sure you have the key documents ready to keep the tax return process smooth and efficient.
Read MoreOne Big Beautiful Bill Act 2026 Changes
Here are the key changes you need to know about under the new One Big Beautiful Bill Act of 2026.
Read MoreJanuary Is National Financial Wellness Month 2026
January is a great time to examine your money habits, priorities, and peace of mind.
Read MoreHow to Drive Financial Momentum into Next Year
As the year ends, consider these five areas to strengthen your financial foundation.
Read MoreBuilding Financial Wellness in a High-Cost Environment
You can’t invest your way to financial security with a shaky foundation! Let CCR help you strengthen your financial base!
Read MoreNavigating Government Shutdown Risks
The government shutdown creates complex challenges for investors, such as delaying key economic reports like the job market snapshot. This uncertainty comes at a time when clarity is crucial.
Read MoreWhat You Need to Know as a First-Time Homebuyer
If you’ve recently decided to buy your first home, check out our tips for first-time homebuyers!
Read MoreQ4 Offers Homebuyers a Window of Opportunity
As the Fed eases rates and housing inventory grows, Q4 2025 could be a game-changer for homebuyers!
Read MoreData Breach: Your Security To-Do List
Data breaches can happen even if you practice good cybersecurity habits! If you experience a data breach, follow this checklist to protect your information.
Read MoreCybersecurity Awareness: Essential Tips to Stay Safe
October is Cybersecurity Awareness Month! Take the time to review your online safety practices so you can stay vigilant against digital threats and protect your financial security!
Read MoreEmpty Nest? Time to Revisit Your Financial Plan
An empty nest is a unique opportunity to take charge of your financial future!
Read MoreEmployer Match & Roth Options Expand in 2025
More employers are offering Roth contributions, opening up new planning strategies for those expecting to be in a higher tax bracket in retirement.
Read MoreA Comprehensive Guide to Managing Unforeseen Retirement Expenses
Here are 5 common expenses that often catch retirees by surprise.
Read MoreUnpacking How the Tax Landscape is Changing
The One Big Beautiful Bill Act (OBBBA) makes Trump-era tax cuts permanent, but tariff-driven inflation poses challenges for households. With a potential $5 trillion revenue loss, future tax increases may loom.
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