March 2023
SECURE 2.0 Opportunity: Secure and Transfer Wealth The SECURE Act 2.0 made significant changes to the rules for IRAs and...
March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as part of the Consolidated Appropriations Act, of 2023. SECURE Act 2.0 (“Act”) made significant changes to the rules for individual retirement accounts (IRAs) and employer plans. Most written summaries of the Act focus on the […]
C3 Financial Partners
March 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was signed into law on Dec. 26, 2022, as...
February 2023
When to Use Term and Permanent Life Insurance As William Shakespeare once wrote, “To term or not to term? That...
February 2023
At first glance, based upon cost, it is easy to understand why someone considering life insurance would be most interested...
January 2023
It’s Time to Assess Premium Financing Arrangements Over the past decade, a common method to fund permanent life insurance was...