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September 2022
Life insurance is often one of our largest assets. Yet, it is commonly unmanaged and misunderstood. For many, life insurance...
April 2024
In his epic novel “The Godfather,” Mario Puzo wrote, “It’s all personal, every bit of business.” Entrepreneurs and owners of privately-held businesses may engage in ventures that are a bit more on the up-and-up than that at the center of Puzo’s novel, but they can all relate to this sentiment. For them, there is very […]
C3 Financial Partners
August 2022
In the first quarter of 1972, the median price of a home sold in the U.S. was $27,000. Fifty years...
July 2022
Rising inflation, low tax rates (for now), increasing interest rates, and uncertainty in Washington, D.C. and beyond. These converging forces...
June 2022
According to the Pew Research Center, there is no longer one dominant family form in the U.S., with one out...
May 2022
Life insurance held in an irrevocable life insurance trust (ILIT) is a cornerstone of a solid wealth transfer strategy. The...
April 2022
When working with closely held businesses and their advisors, C3 Financial Partners’ Senior Partner, Carolyn J. Smith, is fond...