Are You in Control of Your Legacy?
When it comes to your wealth, you have control over many financial decisions during your lifetime. But what happens when you’re no longer here?
At the end of the day, your money, and the rest of your financial legacy, will go to one of three places: the government, your heirs, or the community. The key question is how does your plan meet your objectives?
Without proper planning, your wishes might not be honored, and a significant portion of your estate could go to taxes rather than your family or chosen causes. At the link below, our latest blog post discusses how you can take control of your legacy today.
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 coordination 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
Are You Ready for the Silver Tsunami
Many of us struggle to picture ourselves aging…until one day, the future is here. The coming Silver Tsunami, the massive demographic shift as baby boomers age, will reshape economies, businesses, and families. Yet too many people remain stuck in the present, failing to prepare for the inevitable.
Our founder, Todd Healy, has been thinking about the Silver Tsunami and its impacts and wrote a piece sharing his thoughts. In it, he discusses:
- Why individuals delay financial and estate planning – and the risks of waiting
- How business owners without a transition plan put their legacy and employees at risk
- The hidden costs of avoiding conversations about aging and caregiving
- Steps individuals, families, and advisors can take now to secure stability in the future
Aging is inevitable. Being unprepared is a choice. Read Todd’s full article to learn how to stay ahead of the wave.
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.
