Posts Tagged ‘financial planning’
Year-End Charitable Giving Strategies to Consider
As December 31 approaches, charitable giving becomes top of mind for many individuals. Whether driven by a desire to maximize tax incentives, honor a loved one, or thoughtfully allocate year-end bonuses, this season is a strategic time for philanthropy. For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, giving often requires careful planning and involves more advanced…
Read More5 Reasons to Rethink Financial Wellness
Starting a financial wellness program can help increase employee productivity and lessen presenteeism.
Read MoreSocial Security Benefits Are Projected To Rise 2.5% In 2025
Social Security and SSI benefits for more than 72.5 million Americans will increase 2.5% in January 2025.
Read MoreUnderstanding Qualified Charitable Distributions (QCDs)
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some factors to consider with QCDs and how they’ve changed based on recent legislation, such as the SECURE…
Read More5 Financial Steps Before Starting Your Home Search
Doing some financial housekeeping before purchasing a home can pay dividends in the long run, especially if you’re attempting to buy in a competitive market.
Read MoreVoice of Business – Worcester Regional Chamber of Commerce Interview
Vincenzo Palmerino gave a spectacular interview on the Worcester Regional Chamber of Commerce’s radio show, the Voice of Business!
Read MoreBusiness Succession Planning
Business owners often prioritize daily operations and growth, neglecting the critical issue of succession planning. This whitepaper explores the importance of business succession planning, outlines essential steps to create a comprehensive plan, and emphasizes the need for proactive measures to ensure business continuity.
Read MoreStrategies for Balancing Family and Financial Security
Striking the right work-life balance is crucial for avoiding burnout, reducing stress, and nurturing relationships. Here are 10 strategies that balance family and financial security!
Read MoreGiving Back in Retirement
Retirement doesn’t mean the end of giving back! Explore alternative ways to stay active and engaged in your community without breaking the bank.
Read MoreTips for Getting the Most Benefit from a 529 Plan
Looking to save on future college costs? Consider a 529 plan!
Read More401(k) vs. IRA: What You Should Know
Most people have at least heard of two prevalent types of retirement plans: the 401(k) and the IRA. Deciding which is appropriate for you, however, is another story. Having a basic understanding of these two types of retirement accounts, along with their potential advantages and drawbacks, can equip you to make more informed decisions about…
Read MoreAddressing Care Options Now for Your Aging Parents
Happy National Grandparent’s Day! Let’s take the time to honor our incredible grandparents today and consider how we can support them in the future.
Read MoreEmpowering Financial Independence for Women
Women face unique financial challenges and need to proactively plan. Work with a financial advisor who understands YOUR unique needs.
Read MoreLet’s See That “Retirement Smile!”
Did you know retirement has three stages, not just one? It’s about managing your health, independence, and wallet.
Read MorePlanning, Saving, and Spending Over a Lifetime
Check out these seven major events where savings can make a huge difference in helping you enjoy life’s special moments.
Read MoreMilitary Veterans and Customized Financial Planning
CCR financial professionals can make sure our veterans get the support they need!
Read MoreManaging Debt: Don’t Go It A-Loan
Are you juggling multiple loan payments each month? With the right plan, you can go from just getting by to getting ahead.
Read MoreChoosing the Best Debt Repayment Strategy
Tackling debt can be overwhelming, but there are two proven methods for success: avalanche and snowball. Ready to take control of your finances?
Read MoreThe Power of Compound Interest: A Key to Building Wealth
Understanding compound interest is crucial for financial success. Don’t miss out on this key concept for building wealth!
Read MoreAnnual Reviews
It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.
Read More