Broker Check
Rotator One Rotator Two Rotator Three Rotator Four

welcome to cc coaching
and consulting, inc.

In today’s hyper-competitive business environment…where everyone is asked to do more with less…the last thing your company needs is more work to comply with new retirement plan regulations. That’s why the first thing you want is competent advice to make sure your corporate retirement plan is in compliance…and that you’re getting the value you need for your company and your employees. That’s where CC Coaching and Consulting, Inc. can make a difference. We are an independent financial consulting practice and has guided employers with their 401K plans for almost 20 years.

Again, welcome to CC Coaching and Consulting, Inc.!

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Saving for College 101

Here’s a crash course on saving for college.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

View all videos arrow