C3 Financial Partners

December 2022 Newsletter

Plan to Enjoy Your Last 8,000 Days

The years after turning 65 are no longer short in duration and lived in declining health. Now, those reaching retirement age in good health can look forward to another twenty, thirty or more years – many of them in excellent health.

Are these years being planned for? How will they be spent and are there the financial resources to realize these plans?

At C3 Financial Partners, our interest in studying the impact of aging and obtaining the greatest benefits from increasing longevity dates back to our Founder, Todd Healy’s, master’s degree in social work with an emphasis on studying the elderly.

In our latest blog (at the link below), we look at the latest studies, information, and tools to ensure that everyone enjoys their last 8,000 days…

Learn More

IRS Applicable Federal Rate Update

In a bit of surprise, January AFR rates dropped across the board. We will have to wait to see if this is a trend or a temporary adjustment. To see the current rates, as well as the historical rates, you can view our AFR report at the link below.

See the AFR Report

A Look Back

2022 was a year of continued growth for us here at C3 Financial Partners!

  • We added to our library of videos, which you can see here.
  • We added Rowe Blount to our team in San Antonio (you can learn more about Rowe here).
  • Our Todd Healy was featured as a Tier One interview by Life Insurance Strategies Group.
  • We hosted a number of fascinating Coffee with C3 and C&C Events (videos of which are available here).

We look forward to 2023 and continuing to bring clarityconfidence, and coordination to our clients.

Upcoming Event

C&C Event | Michael Kiolbassa, President, Kiolbassa Smoked Meats

Wednesday, February 1st  – Noon CT

Michael is a native San Antonian and began his career in the family sausage business in 1987 after a two-year period working in the commercial banking industry as a credit analyst.  Since then, he has overseen the transformation of the family meat company from a small family business to one of the fastest growing meat brands in the US with national distribution of their sausage, chorizo, and dry-cured bacon.  He was named one of San Antonio’s “40 under 40” rising business stars, the 2004 Small Businessperson of the Year by the Small Business Administration, and a 2016 and 2020 finalist for Ernst & Young’s Entrepreneur of the Year award.  In 2020, his company, Kiolbassa Smoked Meats was named by Forbes Magazine as one of the 25 “Small Giants” in business.

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