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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 almost 20 years.

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

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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