retirement - CCR Wealth Management

Build Strong Financial Habits for Retirement

By CCR WM | March 19, 2026

Retirement isn’t the end of planning; it’s the start of a new chapter called the distribution phase. This stage focuses on preserving savings, creating a reliable income, and preparing for surprises. With the right habits, you can enjoy financially independent, work-optional years while avoiding risks that may erode your stability. Here are six habits that…

Planning for a Longer Retirement is a Must

By CCR WM | July 17, 2025

A major concern for retirees is longevity risk. Our financial professionals can help you explore options like guaranteed minimum withdrawal benefits, immediate annuities, and QLACs.

401(k) Rollovers Can Make or Break Retirement

By CCR WM | May 19, 2023

Coaches, understanding the value of rollovers is essential to preserving a secure & organized financial future.

Countdown to Retirement

By CCR WM | May 12, 2023

Many people age 50 and older haven’t begun to save for retirement or have yet to accumulate sufficient funds. It’s not too late to take charge.

America’s Changing Vision of Retirement

By CCR WM | April 19, 2023

As you prepare and save for retirement, give some thought to the kind of retirement you envision for yourself.

Assessing Your Retirement Resources

By CCR WM | January 20, 2023

Will your retirement money come from Social Security, employer-sponsored plans, or personal retirement savings? Each offers important resources that can help you fund the lifestyle you seek in retirement.

SEP IRA vs Simple IRA vs Solo 401(k) for Self-Employed Individuals

By CCR WM | May 4, 2022

Financial Planners Vincenzo Palmerino and Tim Ressler discuss the alternatives available for self-employed individuals who want to save for retirement but don’t have access to a typical retirement plan.