April 2024
In his epic novel “The Godfather,” Mario Puzo wrote, “It’s all personal, every bit of business.” Entrepreneurs and owners of privately-held businesses may engage in ventures that are a bit more on the up-and-up than that at the center of Puzo’s novel, but they can all relate to this sentiment.  For them, there is very […]
C3 Financial Partners
October 2020
One of the biggest challenges that advisors face is client procrastination. Charles (Chuck) Hollander, Jr., founder of Red Flag, LLC,...
October 2020
Philanthropy, at any level, demonstrates the passion a donor has for a specific cause. But at the donor’s death, those...
September 2020
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
September 2020
The estate tax has long been a controversial topic. What can you do to maximize what you leave your heirs...
August 2020
Todd’s 2 Bits A message from our Founder What can be said, that hasn’t already been said, about our current...
August 2020
Fellow Advisors, “Life Insurance: A Valuable Contingent Asset Class?” is the title of a Trusts & Estates article published this...
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