February 2024
Late-in-life marriages can bring joy, companionship, and, in many situations, another chance at love.  Conversely, a late-in-life divorce might mean a dramatic shift for the future financial position of both parties.  Both situations come with unique financial and estate planning challenges.  Matters related to life insurance, retirement plans, accumulated wealth, estate planning, and future medical […]
C3 Financial Partners
November 2023
Charitable Planning to Support Your Community in a High Interest Rate Environment An area where C3 Financial Partners works with...
November 2023
An area where C3 Financial Partners works with clients and their advisors is helping to create and implement a charitable...
October 2023
The Crucial Role of Life Insurance Policy Reviews for Affluent Clients As legal, accounting, and financial advisors to HNW and...
October 2023
As legal, accounting, and financial advisors to high-net-worth and ultra-high-net-worth individuals, your role extends beyond traditional financial and estate planning. ...
September 2023
Who Does Your Life Insurance Advisor Work for? Those seeking clarity on purchasing life insurance and having their policies serviced...
September 2023
Life insurance can be a crucial financial tool that provides protection, security, and peace of mind for families and businesses. ...
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