C3 Financial Partners

June 2023 Newsletter

There is no “if” I die

We are all a bit guilty of some wishful thinking about the future, but the reality is that there is only one “if” when it comes to the inevitable.  When, and not “if,” you die, you either have a plan in place to carry out your wishes or you don’t.

Procrastinating can take you out of the driver’s seat when it comes to controlling what happens to the most important parts of your life when you die.  Our latest blog walks through the process that will help create a sound plan (and peace of mind).

C3 Financial Partners helps our clients, and their advisors, develop a strategy that covers the transfer of assets at death, provides liquidity for those left behind, and addresses a variety of other personal matters that may or may not involve wealth transfer and tax or financial planning.

small rowboat on pond overlooking a green forest

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IRS Applicable Federal Rate Update

There was a slight shift in the AFR rates for July.  To see the updated rates, head to the link below.

See the AFR Report

Enhancing Future Income

If you read the financial press, you have probably seen A LOT about annuities.  With the recent increase in interest rates, annuities have become a more attractive option to provide long-term income.

We here at C3 Financial Partners have decades of experience working with annuities.  If you or your clients have questions or want to explore an annuity option, feel free to reach out.

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