November 2022
It is likely we will all need long-term care. Someone turning age 65 today has a nearly 70% chance of...
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
October 2022
How Long Will You Live (and Have You Planned For That)? We are living longer. In fact, according to the...
October 2022
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October 2022
In celebration of Rowland (Rowe) Blount joining our team in San Antonio, read his interview with Jay Judas of Life Insurance...