December 2024
When it comes to planning for your children and grandchildren, fairness can be a complex goal, especially in families where some children have children of their own, while others do not.  Balancing your wishes for equality with the unique circumstances of each family member requires careful thought and creative strategies. Below, we will explore some […]
C3 Financial Partners
September 2024
When you are facing a question and find yourself thinking “either/or,” try pausing for a moment.  Cathy Carroll in her...
December 2022
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
June 2021
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
June 2021
C3 is hosting periodic 15-minute coffee breaks to discuss high priority issues and topics in the industry. View past...
January 2021
“What Keeps You Up at Night?” was the topic of discussion when Carolyn J. Smith and Celeste C. Moya presented...
September 2020
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
FINRA Broker Check