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CCWM Whitepaper Archive

9 Investment Pitfalls

9 Investment Pitfalls

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. This whitepaper is designed to help you overcome these challenges and includes a list of common mistakes and guidelines.


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2021 Tax Planning

2021 Tax Planning

This newly updated and designed 2021 Tax Planning whitepaper can be a valuable resource to help you stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

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The Great Spending Balance

The Great Spending Balance

Many pre-retirees struggle to balance living a life they love in the present while also saving for the future. This whitepaper outlines the top three expenditures that typically impact your ability to plan ahead: your home, vehicle, and travel. Use this whitepaper to to get a head start investing while ensuring that you're enjoying the road to retirement.

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