March 2024
  Life insurance is one of the oldest financial planning tools in existence.  The earliest known life insurance policy was made in Royal Exchange, London on June 18, 1583.  Records show that a Richard Martin insured a William Gybbons, paying thirteen merchants 30 pounds for 400 if the insured were to die within one year., […]
C3 Financial Partners
March 2023
SECURE 2.0 Opportunity: Secure and Transfer Wealth The SECURE Act 2.0 made significant changes to the rules for IRAs and...
February 2023
When to Use Term and Permanent Life Insurance As William Shakespeare once wrote, “To term or not to term? That...
January 2023
It’s Time to Assess Premium Financing Arrangements Over the past decade, a common method to fund permanent life insurance was...
December 2022
Plan to Enjoy Your Last 8,000 Days The years after turning 65 are no longer short in duration and lived...
November 2022
Is Your Legacy Protected? It is likely we will all need long-term care. In fact, someone turning age 65 today...
October 2022
How Long Will You Live (and Have You Planned For That)? We are living longer. In fact, according to the...
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