C3 Financial Partners

Todd’s 2 Bits

A message from our Founder, Summer 2021
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.

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A message from our Founder, Winter 2020
What you hope for, shapes what you live for.

On March 18, 2020, as we became more and more aware of the impact the pandemic was having, I shared a thought from my daily devotional, written two years before.  The message was, “Patience is accepting a difficult situation without giving God a deadline for removing it.”

Fast forward nearly 9 months, with vaccines coming, and as I write this, the thought for today (again, written over two years ago) is, “What you hope for, shapes what you live for.”

My hope for all of us is to remember that we are one day farther away from March 18, and one day closer to a solution!


A message from our Founder, Summer 2020
We are one day closer to solutions.

What can be said, that hasn’t already been said, about our current situation?  There’s so much that we know, and, it seems, so much more than we don’t.

As the pandemic was getting a strong hold, on March 18, my daily devotional (written years ago) noted that, “Patience is enduring a difficult situation without giving God a timeline for removing it.”

While many have suffered, and more will endure hardships, may we all be granted that level of patience.  And, as we seek it, help us remember that with each passing day, “We are one day closer to solutions.”

We hope you and yours are staying healthy and safe!

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