May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock is counting down to a potentially seismic change that will impact estates and how they are taxed. We are referring to the enacted sunsetting of the current gift and estate tax exemption amounts at the […]
C3 Financial Partners
October 2022
Read the full video transcription Todd:  Good Morning/Afternoon, my name is Todd Healy with C3 Financial Partners.  On behalf...
September 2022
Watch our latest Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information....
June 2022
Read the full video transcription Celeste: If you are turning 65 today, you have almost a 70% chance of...
June 2022
Almost 100 million people are part of a blended family — that’s 1 out of 3 Americans!  Blended families are...
May 2022
No one plans for their health assets and lets the “system” dictate care choices for themselves and their loved ones....
May 2022
Without active management, life insurance can become a client’s largest unmanaged asset.  When a comprehensive review is completed, there are...
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