Posts Tagged ‘financial planning’
Behavioral 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.
Read MoreMaximizing Health Insurance Plan Benefits
Advisor Mike Rousseau discusses ways to make sure you are taking full advantage of your health plan benefits.
Read MoreLife Insurance
Advisors Tom Neilan discusses different types of life insurance and when they are appropriate pieces of a financial plan.
Read MoreHow Charitable Giving Can Lower Your 2019 Tax Bill
Many investors are confused after recent changes to federal tax laws.
Read MoreCybersecurity and Identity Theft
Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.
Read MoreInterest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
Read MoreFinancial Planning & Wellness
Advisor and Certified Financial Planner Andrew Bonetti discusses the basic steps you should take in planning for your future.
Read MoreThree Retirement Focus Points
Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
Read MoreKeys to Managing Student Loans
A growing concern for many clients, here are a few keys to understanding student loans and how to effectively manage them.
Read MoreSocial Security Scam & FAQ’s
There is a current scam regarding Social Security going around the country right now that we would like you to be aware of.
Read MoreHow to Talk to Clients About Money and Marriage
Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning.
Read MorePost-College Financial Planning And Debt Relief Tips For Your Clients’ Children
CCR Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college.
Read MoreHow Advisors Can Help Clients Facing an Empty Nest
Michael Rousseau discusses the importance of supporting your clients facing an empty nest.
Read MoreWhy Advisors Should Keep Politics Out of Portfolios
In Keeping Politics Out of the Portfolio, published on ThinkAdvisor.com, Jonathan Albano talks about the importance of taking a clients politically fueled emotions out of their investing strategy.
Read MoreWhat to Tell Clients Feeling Market Anxiety
How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.
Read MoreHelp Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps
For parents sending their kids to college this year, the numbers are staggering: the average out-of-state tuition for a four-year public institution is nearly $25,000.
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