Are You In The “Sandwich Generation?”
Are you feeling the squeeze of being part of the “sandwich generation” — caught between raising your kids and caring for your aging parents? You’re not alone.
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CCR Earth Day 2024
Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all!
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April 2024 Market Outlook
Take a look into the current state of the market as of April 2024!
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Estate Planning Checklist
Creating an estate plan can be easier than you might expect when you use our basic Estate Planning Checklist.
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CCR Listed #15 on Forbes 2024 Best-In-State Wealth Advisors
CCR is honored that David Borden, Managing Partner and Financial Consultant, is listed #15 in the state of MA on the Forbes list of Best-in-State Wealth Advisors!
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Estate Planning as a Family
Consider estate planning as a family. Take control of the conversation by discussing your wishes with children and other family members.
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Estate Planning for Small Business Owners
If you’re a business owner, there are three estate planning conversations you need to have with your CCR financial professional.
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CCR Listed on 2024 NAPA Top DC Advisor Teams
CCR is honored to be listed on the NAPA Top DC Advisor Teams for the 8th year in a row!
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April is Financial Literacy Month
April is Financial Literacy month! Teaching kids about savings, budgeting, and investing sets them up for a successful future.
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Tips For Improving Financial Health Into Retirement
As you approach retirement, financial health becomes paramount. Here are ten steps to to help make the most of your retirement years.
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Women & Financial Security
Women face special factors that can affect their retirement savings. From longer life expectancy to wage gaps, it’s important to plan ahead.
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Women Approach Investing Differently
Men and women approach investing differently. In general, women’s investments outperform men’s. Why is that?
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Celebrating The Women of CCR 2024
CCR is observing Women’s History Month by shining the spotlight on the talented women of our wealth management team!
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2024 Annual Tax Guide
New tax year, new rules! Dive into our guide on what’s changing this tax season and how to prepare.
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2024 Tax Planning Whitepaper
Curious where your tax dollars go or how tax filing might differ this year? Dive into our new tax planning whitepaper!
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The “Average” Benefit of Dollar Cost Averaging
Over time, dollar-cost averaging may lower your average cost per share versus one-time big-time investing.
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2023 IRA Deadlines: What You Need to Know
Don’t miss out on securing your future! The 2023 #IRA deadline is near. Maximize your savings NOW for a better retirement.
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Financial Wellness on Your Path to Retirement
Secure your golden years! Pursue financial wellness in retirement with these key strategies.
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How To Support Black-Owned Businesses
By supporting Black-owned businesses you can show your support for the Black community while improving your local economy at the same time!
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New Year’s Financial Checklist 2024
Start the new year off on a good note with our simple financial checklist!
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January 2024 Market Outlook
A look into the current state of the market as of January 2024.
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Money-Saving Tips For Managing Your Subscriptions
A solid strategy to maximize your retirement savings is to eliminate unnecessary expenses.
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2024 Resolutions to Help Build Financial Independence
Whatever you’re dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.
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Get Your Financial Plan on Track for 2024
The start of the year is an excellent time to review your budget and make necessary adjustments for a prosperous financial year ahead!
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CCR at AFCA 2024
CCR will be at the 2024 AFCA Conference! Join us at Booth 340.
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