June 2026

The Review Nobody Makes You Do

Many life insurance reviews begin with a problem. A death in the family.  A tax question.  A notice from the carrier that arrives out of nowhere.  A  conversation with an attorney that turns up something no one has looked at in years. By then, the review is typically already happening under pressure. In our opinion, […]
C3 Financial Partners
June 2026

June 2026 Newsletter

The Best Time to Review a Policy Is When You Don’t Have To Most life insurance reviews begin with a...
June 2026

The Review Nobody Makes You Do

Many life insurance reviews begin with a problem. A death in the family.  A tax question.  A notice from the...
May 2026

May 2026 Newsletter

When the Plan Outlives the Person It Was Built For Most families with serious assets in motion assume their planning...
May 2026

When the Plan Outlives the Person It Was Built For

In 2025, the MIT AgeLab and Manulife John Hancock did something no one had done before. They measured how prepared...
April 2026

April 2026 Newsletter

When “Equal” Isn’t the Same as Fair Most families assume the estate plan already reflects what they meant. Three children....
April 2026

All Love Is Not Equal…But Your Plan Can Be

The will said to divide everything equally.  Three children.  Three equal shares. It had always seemed like the clearest expression...

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