C3 Financial Partners

October 2022 Newsletter

How Long Will You Live (and Have You Planned For That)?

We are living longer. In fact, according to the Centers for Disease Control and Prevention, there are some 70,000 centenarians living in the U.S. (a 44% increase since 2000).

Longer life expectancies can actually pose a risk to your financial planning. Traditional planning may not meet the longevity challenge and it may be difficult to accumulate enough money to support a 30- or 40-year retirement without tapping wealth that was intended to be passed down.

Our latest blog takes a deep dive into this issue and provides some tips to ensure you are taken care of for the long term.

Read it all at the link below!

Learn More

IRS Applicable Federal Rate Update

The rates continue to rise! 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

Welcome to the Team, Rowe!

We are excited to welcome Robert Rowland “Rowe” Blount to the C3 Financial Partners team as a Client Advisor.

Want to learn more about Rowe?  He recently sat down with Jay Judas from Life Insurance Strategies Group and you can read the interview here.

Upcoming Event

C&C Event

Palliative Care
Dr. Alan Chiu will speak on palliative care. Dr. Chiu specializes in providing comprehensive and holistic palliative care to patients and families facing serious illness and is an expert in palliative care program design. At this event, he will address:

  • What is palliative care
  • For whom is such care appropriate and when should they receive it
  • Benefits of palliative care
  • Advance care planning/End of Life Planning

Alan Chiu, MD, Assistant Professor – UT Southwestern Medical Center
Wednesday, October 26th, 12-1 p.m.

Individuals and businesses, even nonprofits, engage us to identify, prepare for, and manage some of the risks they can't control.
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