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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...
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
September 2022
Manage Your Life Insurance Like an Important Asset Class Life insurance is often one of our largest assets. Yet, it...
August 2022
Get the Jump on How Inflation Affects Your Estate and Legacy Planning Inflation. It’s the topic that everyone is talking...
July 2022
A Perfect Storm: Now is the Time for Estate Planning Rising inflation, low tax rates (for now), increasing interest rates,...
June 2022
A Look at the Unique Needs of Blended Families One out of three Americans are a part of a blended...
June 2022
Todd S. Healy introducing to a full room. Recently, The Dallas Foundation and C3 Financial Partners co-hosted a special...