financial planning - CCR Wealth Management

2023 Annual Tax Guide

By CCR WM | March 13, 2023

Learn where your tax dollars go, some of the ways tax filing may look different, and what you can do to prepare.

Celebrating Black History Month: Be Healthy

By CCR WM | February 9, 2023

Regularly checking your net worth helps you assess where you are, measure your progress toward your goals, and build a financial plan.

Protecting Your Financial Information Online

By CCR WM | February 3, 2023

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.

Roth vs Traditional 401k

By CCR WM | January 30, 2023

Retirement Consultant Mike Callahan reviews the differences between Roth and Traditional 401(k)s in our latest educational video.

New Year’s Financial Checklist

By CCR WM | January 12, 2023

The start of the new year is a great time to recommit yourself to achieving your financial goals.

What To Do When Your Income Reaches 7 Figures

By CCR WM | December 21, 2022

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.

Financial Planning for Veterans is Different

By CCR WM | November 9, 2022

Veterans require specific planning strategies due to certain VA benefits, insurance needs, and more. That’s where CCR comes in.

How A Financial Plan Helps Endure Market Volatility

By CCR WM | May 9, 2022

Learn how financial plans incorporate market volatility and why building a durable plan is essential for reaching your financial goals during market downturns.

Six Important Financial Strategies for Your 20s and 30s

By CCR WM | May 9, 2022

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.

Benefits of Working with a Financial Professional

By CCR WM | May 4, 2022

Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.

Six Wise Ways to Use Your Tax Refund

By CCR WM | April 22, 2022

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.

Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)

By CCR WM | April 12, 2022

Are Financial Advisors Still Relevant in a Digital World? Here’s a guide to determining if you should work with a financial advisor.

Continue to Care for Your Family: Final Expense Insurance

By CCR WM | March 10, 2022

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.

1099s & Working With a Tax Preparer

By CCR WM | February 23, 2022

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!

Behavioral Finance & Market Outcomes Ebook

By John Maher, CFA | February 8, 2022

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.

The Great Spending Balance

By CCR WM | January 20, 2022

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.