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
January 2019
Todd S. Healy visiting with Michael O’Donnell, Estate Partners (Left) and Brian Bonifant, Lion Street (Right). In January, C3...
January 2019
Premium Finance – Why, How, and What You Need to Know Author: Celeste C. Moya Affluent individuals who prefer...
January 2019
The Chartered Advisor in Philanthropy® designation, or CAP®, is administered by The American College in King of Prussia, PA,...
November 2018
The phrase “Family Business” can conjure up many images and ideas. Multiple generations working happily together to provide a livelihood...
October 2018
LEER EN INGLES Los individuos acomodados que pueden permitirse primas de seguro de vida, pero que prefieren no liquidar...
October 2018
Affluent individuals who can afford life insurance premiums but prefer not to liquidate assets or redirect cash flow to pay...
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