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
March 2021
With the colder weather upon us, it seems like coffee is powering us all through the day, and “Coffee with...
February 2021
Listen to Mark Goldman, CPA, and his fascinating podcast on “Where Accountants Go” featuring Carolyn Smith.  In this episode, A...
December 2020
Entering 202­­­1 gives new meaning to the phrase, “Hindsight is 2020.” When a new year starts, hindsight always follows.  And there...
December 2020
If you are looking for an easy, uplifting book to enjoy over the holidays, C3 recommends In the Garden of...
September 2020
Excerpt from CAP® Share Newsletter Issue 37, September 2020, American College of Financial Services Since its inception, the CAP® program...
August 2020
Fellow Advisors, “Life Insurance: A Valuable Contingent Asset Class?” is the title of a Trusts & Estates article published this...
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