Worried about running out of money in retirement? With careful planning and tax-efficient drawdown strategies, you can enjoy the lifestyle you've always dreamed of while minimizing taxes. ccrwealth.com/tax-strategies…

#financialplanning #wealthmanagement #retirementplanning

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. Take action with a CCR financial professional today! ccrwealth.com/are-you-in-the…

#familycare #financialplanning

🌿 Join us in supporting the Regional Environmental Council in creating a healthier and more sustainable community for all! Contact us today for a free consultation and let's work together towards a brighter future!

#earthday #earthday everyday #healthycommunity

Take a look into the current state of the market in our April 2024 Market Outlook! Read on our website: ccrwealth.com/april-2024-mar…

#finance #business #stockmarket #trading #investing

Let's give a big round of applause to Kate Kallin for rocking it at CCR for an amazing 13 YEARS! 🌟 Your positive attitude and hard work behind-the-scenes have not gone unnoticed! Keep up the amazing work, Kate!

#workanniversary #ccrproud #womeninbusiness

Let's give a big round of applause to Rich Moore as he celebrates an incredible 21 years at CCR! 🎉Your dedication and hard work have truly made a difference here. Cheers to many more years of success and growth!

#workanniversary #ccrproud #cheersto21years

Do you feel overwhelmed by the prospect of preparing an estate plan? With the right tools and resources, creating an estate plan can be easy. Take the first step with our basic Estate Planning Checklist. ccrwealth.com/estate-plannin…

#estateplanning #financialplanning #legacyplanning

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!

#ccrproud #forbes #forbes bestinstate

In observance of World Health Day, CCR asks you to consider estate planning as a family. Take control of the conversation by discussing your wealth and wishes with children and other relevant family members now.

#estateplanning #financialplanning #legacyplanning #worldhealthday

🎉 We're thrilled to announce that CCR has been listed on the 2024 NAPA Top DC Advisor Teams for the eighth year in a row! Thank you to our amazing team and clients for making this possible. Cheers to many more years of success ahead!

#napatopdcadvisorteams #ccrproud

If you're a business owner, there are three estate planning conversations you need to have with your CCR financial professional. ccrwealth.com/estate-plannin…

#smallbusiness #smallbusiness owners #estateplanning

April is Financial Literacy Month! It's never too early (or too late) to start learning about managing your money. Teaching kids about savings, budgeting, and investing sets them up for a successful future! 📚 ccrwealth.com/april-is-finan…

#financialliteracy #financialplanning

Wishing you a happy Easter and a spring filled with lots of sunshine!

#happyeaster #easter #easter bunny

As you approach retirement, ensuring your financial health becomes paramount. Here are ten key steps to help improve your financial health and make the most of your retirement years. Read more: ccrwealth.com/tips-for-impro…

#retirementplanning #financialplanning

Happy St. Patrick's Day, friends! ☘️ Let's paint the town green and enjoy some good luck and great company today!

#stpatricks #stpatricks day

The tax filing deadline is officially one month away! Make sure to file your taxes before then to avoid penalties.

#taxes #taxdeadline #taxfilingdeadline

Ladies, did you know that women often face special factors that can affect their retirement savings? From longer life expectancy to wage gaps, it's important to plan ahead. Read more: ccrwealth.com/women-financia…

#financialplanning #retirementplanning #financialempowerment

Happy Holi to all! 🌈 Holi, or the Festival of Colors, is a colorful celebration renewal, love, and new beginnings as we leap into spring! Let's splash some colors and spread some joy today — and may your life be as vibrant as the colors of Holi!

#holi #happyholi #holi festival

Happy International Women's Day to all the incredible women out there! Today, we celebrate your strength, resilience, and endless potential. Together, we can create a more equitable and inclusive world for all.

#iwd #iwd 2024 #internationalwomensday #womensday #womeninbusiness

Men and women approach investing differently; in general, women's investments outperform men's. Why? There are a variety of factors at play, but men tend to trade 45% more often than women. Learn more here: ccrwealth.com/women-approach…

#investing #investments