December 2022
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
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
June 2021
Regardless of how family health has changed in recent years, we are still keeping our loved ones’ care in mind....
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...