Posts Tagged ‘financial planning’
Protect 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.
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 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.
Read MoreRoth vs Traditional 401k
Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.
Read MoreNew Year’s Financial Checklist
The start of the new year is a great time to recommit yourself to achieving your financial goals.
Read MoreWhat 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.
Read MoreFinancial Planning for Veterans is Different
Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.
Read MoreHow A Financial Plan Helps Endure Market Volatility
Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.
Read MoreSix Important Financial Strategies for Your 20s and 30s
Personal finance goals look a little different when you’re in your 20s and 30s. Working with a financial professional may help get you out of debt faster, save for important goals, and give you a head start on retirement.
Read MoreBenefits of Working with a Financial Professional
Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.
Read MoreSix Wise Ways to Use Your Tax Refund
When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.
Read MoreAre Financial Advisors Still Relevant in a Digital World? (Whitepaper)
Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.
Read MoreContinue to Care for Your Family: Final Expense Insurance
For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.
Read More1099s & Working With a Tax Preparer
Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!
Read MoreBehavioral Finance & Market Outcomes Ebook
Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.
Read MoreThe Great Spending Balance
Explore some smart strategies to address with your financial professional—ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.
Read MoreYear-End Tax Planning Tips
If you think tax-saving strategies are too complicated, you could be missing out on tax savings!
Read More2022 Tax Planning Whitepaper
Download our latest resource, designed to help you stay prepared for the upcoming 2022 tax season.
Read MoreSecure Act Whitepaper
More than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy.
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