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CCR Wealth Mgmt. Profile
CCR Wealth Mgmt.

@CCRWealth

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A partner to plan. A guide for your goals. A team to trust.

Westborough, MA
Joined November 2013
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@CCRWealth
CCR Wealth Mgmt.
3 years
CCR is pleased to announce that, as we expand, we will be able to serve a broader area of the United States! Please see the list below for all of our locations:
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@CCRWealth
CCR Wealth Mgmt.
6 days
🎉✨ Happy Holidays and Happy New Year! Your team at CCR wishes you all a season filled with joy, laughter, and cherished moments with loved ones. As we wrap up this year, let’s look forward to new adventures and fresh beginnings in 2026! #happyholidays #newyear2026
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@CCRWealth
CCR Wealth Mgmt.
8 days
Strategic planning and informed decisions are essential to a strong financial plan. As the year ends, consider these five areas to strengthen your financial foundation. https://t.co/n4aFQRjKdN #financialplanning #financialsecurity
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@CCRWealth
CCR Wealth Mgmt.
12 days
🎁✨ CCR proudly sponsors holiday wish lists for 20 children and teens through the Wonderfund! Let's spread joy this season! 🎄 #ccrproud #holidaydrive #givingback #communitysupport
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@CCRWealth
CCR Wealth Mgmt.
13 days
Cybersecurity threats are more frequent around the holidays. This time of year, prioritize online security in order to protect your financial future. #cybersecurity #onlinesafety #holidayseason
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@CCRWealth
CCR Wealth Mgmt.
15 days
📢 Great news! Social Security benefits increase by 2.8% for 71 million Americans in 2026. But remember, Medicare Part B premiums may affect you. Contact your CCR financial professional with any questions! https://t.co/6hvIIyp8SY #socialsecurity #financialplanning
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@CCRWealth
CCR Wealth Mgmt.
17 days
Happy Hannukah! Wishing you all a week filled with joy, laughter, and lots of family time!! #happyhanukkah
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@CCRWealth
CCR Wealth Mgmt.
20 days
You can’t invest your way to financial security with a shaky foundation! With savings at just 4.4% and high living costs, focus on building emergency funds and managing debt first. https://t.co/qURy1rlIhG #financialsecurity #financialplanning
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@CCRWealth
CCR Wealth Mgmt.
22 days
With the One Big Beautiful Bill (OBBB) Act passed, the legislation left several unanswered questions that the IRS is now addressing. Here’s what the 2026 Federal income tax brackets will look like. #taxlegislation #OBBBAct #IRSupdates #taxbrackets2026 #taxplanning
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@CCRWealth
CCR Wealth Mgmt.
26 days
Last week, CCR provided 20 full Thanksgiving meals to veterans and their families at the Veteran's Inc. Holiday Harvest event. Thank you to everyone who made this event possible, and a special thank you to all who serve! #veterans #thanksgiving #givingback
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@CCRWealth
CCR Wealth Mgmt.
27 days
Planning a job switch? Don't forget the new 2026 retirement plan limits! If you're over 50, consider catch-up contributions. Questions? Contact your CCR financial pro! #careerchange #retirementplanning #jobtransition #planforretirement #financialwellness
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@CCRWealth
CCR Wealth Mgmt.
29 days
Planning to change jobs soon? Don't forget about your retirement plan! #careerchange #retirementplanning #jobtransition #planforretirement #financialwellness
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@CCRWealth
CCR Wealth Mgmt.
1 month
🦃 Happy Thanksgiving from your team at CCR Wealth! Today, we reflect on the things we are grateful for, including our wonderful clients and the trust you place in us. Wishing you a day filled with joy, love, and delicious food! #thanksgiving #family
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@CCRWealth
CCR Wealth Mgmt.
1 month
Volatility is back, but daily fluctuations don't define your future! Stay grounded with a solid portfolio. Contact your CCR financial professional with any questions! https://t.co/nSjQYMGE3d #investing #investments #marketvolatility #financialplanning
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@CCRWealth
CCR Wealth Mgmt.
1 month
As the year winds down, it’s the perfect time to review your retirement strategy and optimize your tax exposure! Work with your CCR financial professional to finish the year strong! https://t.co/PUMzvzDvSl #retirementplanning #yearendreview #financialsuccess #taxplanning
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@CCRWealth
CCR Wealth Mgmt.
1 month
The One Big Beautiful Bill Act will change charitable giving in 2026. Keep in touch with your CCR financial professional to stay informed and make the most of your giving! https://t.co/Clyw9QM77M #charity #charitablegiving #taxplanning
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@CCRWealth
CCR Wealth Mgmt.
2 months
AI is changing how consumers discover and buy products, presenting risks and opportunities for retail investors. Stay ahead of the game! Read more: https://t.co/Mh5zOZ3leT #AI #investing #investments #ecommercetrends
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@CCRWealth
CCR Wealth Mgmt.
2 months
This Veteran's Day, CCR proudly partners with Veterans Inc. for their Holiday Harvest program, providing Thanksgiving meals for 700+ veterans. We hope our donations brighten the season! #veteransday #veterans #thanksgiving
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@CCRWealth
CCR Wealth Mgmt.
2 months
As the year ends, dentists and practice owners should review tax strategies to lower bills and boost financial success. Here are impactful tips to consider before Dec 31! https://t.co/eheekqFTGn #dentists #smallbusiness #dentalpractice #taxplanning
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@CCRWealth
CCR Wealth Mgmt.
2 months
Last Thursday, CCR volunteers crafted warm dinners for the Ronald McDonald House's Love is Served meal program. We were happy to work together as a community to provide fresh, hot meals for families going through a difficult time, and we can't wait to participate again soon!
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@CCRWealth
CCR Wealth Mgmt.
2 months
The government shutdown creates complex challenges for investors, such as delaying key economic reports like the job market snapshot. This uncertainty comes at a time when clarity is crucial. Read more: https://t.co/mnOrR9gsdP #investing #governmentshutdown #investments
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