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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 over 20 years.

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

 

Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

9 Facts About Social Security

There are things about Social Security that might surprise you.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

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

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Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Retirement Plan Distributions

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

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Exit Strategies of the Rich and Famous

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

The Rule of 72

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.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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