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
January 2023
Over the past decade, a common method to fund permanent life insurance was to finance the premiums and to take...
December 2022
Plan to Enjoy Your Last 8,000 Days The years after turning 65 are no longer short in duration and lived...
December 2022
In his hit song, “The Older I Get,” American singer and songwriter Alan Jackson sings that the older he...
December 2022
From the C3 Financial Partners team, we wish you a very happy holiday season!
December 2022
Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those...
November 2022
Is Your Legacy Protected? It is likely we will all need long-term care. In fact, someone turning age 65 today...
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