February 2025
You’ve likely spent considerable time and energy crafting a financial plan that reflects your aspirations and protects your legacy.  However, one critical element often overlooked is ensuring that your financial planning aligns with your spouse’s vision.  Misaligned goals can lead to confusion, inefficiencies, and even conflict.  By collaborating on a shared strategy, you not only […]
C3 Financial Partners
April 2022
There are 2 times you can get in trouble — getting in and getting out! Curious, how many canoes do...
April 2022
Most of our clients have three objectives: They want to minimize taxes; They want to maximize the amount that goes...
March 2022
The Federal debt has more than doubled in the last 10 years.  And economists expect it will continue on this...
February 2022
Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning Before there were...
January 2022
Todd, Carolyn, and Celeste continue their discussion on how Covid-19 and Congress (potentially) have impacted life insurance products and the...
December 2021
What a ride the last two years have been!  We think A Terrible, Horrible, No Good Year, a journal of...
FINRA Broker Check