September 2024
When you are facing a question and find yourself thinking “either/or,” try pausing for a moment. Cathy Carroll in her...
June 2025
For individuals and families who see their wealth as a tool to make a lasting difference, charitable giving is more than an annual obligation, it’s a legacy. And while outright gifts and donor-advised funds remain popular vehicles for philanthropy, one tool is often overlooked: life insurance. Used thoughtfully, life insurance can magnify the size of […]
C3 Financial Partners
September 2024
A Gift That Gives Back? Recently, we had a conversation with a successful, self-made, now-retired client who joked his new...
September 2024
Recently, we had a conversation with a successful, self-made, now-retired client who joked his new job was doing the planning...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process to ensure that...
August 2024
Estate planning is often perceived as a complex and intimidating task, but it is an essential process designed to distribute...
July 2024
The Supreme Court Had Its Say – What Now? It is fairly rare for the Supreme Court to issue an...