A Way to Make Sure You and Your Spouse Are On the Same Page
You’ve likely spent considerable time and energy crafting a financial plan that reflects your aspirations and protects your legacy.
However, one critical element often overlooked is ensuring that your financial planning aligns with your spouse’s vision. Misaligned goals can lead to confusion, inefficiencies, and even conflict.
By collaborating on a shared strategy, you not only strengthen your financial foundation but also reinforce the partnership at the core of your family’s success. Our latest blog, available at the link below, provides advice and tools to help create that alignment, ensuring you and your spouse are on the same page.
At C3 Financial Partners, we collaborate with clients and their advisors to ensure they have clarity on their goals and objectives, confidence in the decisions they make and coordinating with their team to enact their plan.
Read It Here
IRS Applicable Federal Rate Update
The latest AFR rates have been released and this month, we saw a decrease in each of the short-term, mid-term and long-term rates. To see the updated rates, head to the link below.
And please note – you can access the link on our homepage to check current and historic AFR rates at any time!
See The AFR Report
Between Two Generations
The responsibility of caring for both aging parents and growing children has become increasingly common in modern society. This period of life, often called the sandwich years, presents unique challenges that transcend economic backgrounds.
Whether coordinating in-home care while managing children’s activities, or balancing education costs with assisted living expenses, the core challenge remains: providing quality care while maintaining financial stability.
Our Todd Healy believes that as with most problems that life throws our way, proper planning can help to mitigate some of the harsher impacts when called on to care for two generations simultaneously. At the link below, he shares some ways you can prepare.
Read Todd’s Thoughts Here
Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
The information presented here is for educational purpose only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. This material is not intended to provide and should not be relied on for tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated.
