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
February 2023
When to Use Term and Permanent Life Insurance As William Shakespeare once wrote, “To term or not to term? That...
January 2023
It’s Time to Assess Premium Financing Arrangements Over the past decade, a common method to fund permanent life insurance was...
December 2022
Plan to Enjoy Your Last 8,000 Days The years after turning 65 are no longer short in duration and lived...
November 2022
Is Your Legacy Protected? It is likely we will all need long-term care. In fact, someone turning age 65 today...
October 2022
How Long Will You Live (and Have You Planned For That)? We are living longer. In fact, according to the...