Todd’s 2 Bits
Tax Video/Thoughts Revisited
Last year at this time, we were all consumed with monitoring the unprecedented pandemic.
This year, for those of us who are constantly monitoring legislation, we are facing truly unprecedented, proposed tax law changes. From income to inheritance taxes, we have never seen so many interrelated tax proposals.
While the video we did on “TAXES” was done last fall, it may be more relevant today. As we suggest in the video, we believe it is important for our clients to have: clarity of their goals and objectives; confidence in their planning; and coordination with all their advisers and family members.
The “formula” that we provide in the video is a way to get started on those objectives. Please let us know how we can help.
Will Your Life Insurance Policy “Die” Before You Do?
The Risks of Leaving Life Insurance Unmanaged
Although simple in concept, a life insurance policy can be a complex financial instrument. Like other assets, it needs to be monitored to be certain that it is still appropriate for defined goals and performing according to expectations.
Upcoming C&C Event Guests
C3 Team Book Review
The Ruthless Elimination of Hurry by John Mark Comer
This spring, the C3 team created our own book club to review The Ruthless Elimination of Hurry by John Mark Comer. Reading the book was an eye-opening experience for all. “Hurry is a state of frantic effort one falls into in response to inadequacy, fear, and guilt.”