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.!
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding how a stock works is key to understanding your investments.
Do you have an estate strategy? You should.
Life insurance proceeds are generally tax-free. But not in all cases.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What if instead of buying that vacation home, you invested the money?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.