April 2025

In Times of Uncertainty, Certainty Has Value

Pick up a newspaper, scroll the headlines, or turn on the news, and the message is clear: we’re living in volatile times.  Markets surge one day and stumble the next.  Inflation cools, then spikes again.  Interest rates hold steady… but for how long?  From tech layoffs to geopolitical risk, today’s economic landscape feels like it’s […]
C3 Financial Partners
June 2020

Consume & Converse with Jim Whiddon | Bringing the Old School Advantage Back

By: Carolyn J. Smith
Jim Whiddon, author, Texas A&M professor, and CEO of The Old School was the guest presenter at C3’s first Zoom Consume...
June 2020

COVID-19’s Current and Future Impact to Life Insurance | Coffee with C3 Financial Partners

Celeste C. Moya shared “The Industry Impact of COVID-19” during our June 11, 2020 “Coffee with C3”. We discussed how...
June 2020

Protecting Insurability

Most people assume they will always have the option to obtain life insurance. However, there is a possibility that you...
May 2020

Life Stage Awareness

By: Carolyn J. Smith
Have you stopped and asked yourself, “where am I in the wealth life stages of life?”  Do you know what those...
April 2020

Heir Quality

By: Todd S. Healy
Many families do not properly prepare their heirs for significant transfers of wealth. The same way that we are concerned...
March 2020

Our Take on COVID-19

By: Todd S. Healy
First, our hearts go out to individuals and families directly affected by the coronavirus.  Next, our deepest gratitude goes to...

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