C2 Wealth Strategies

09/02/2026

Most people prepare for the big healthcare costs in retirement: Medicare premiums, prescription drug coverage, and maybe extended care insurance. That’s a great start. But some costs can sneak up later.

Three healthcare costs that can catch retirees off guard and how to manage them.

09/02/2026

Maximizing the effectiveness of your retirement strategy begins with understanding the hierarchy of savings.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

08/31/2026

Retirement planning is about more than the numbers.

Clients may ask, “Can I afford to retire?” — but they’re also wondering, “What will my life look like when I do?”

C2 Wealth is proud to share an upcoming opportunity for financial professionals to explore PHASE Into Retirement™ with Cam Marston at an exclusive NAIFA Alabama luncheon.

The research-informed framework focuses on five critical, non-financial dimensions of retirement readiness: Purpose, Health, Activities, Social Life, and Everyday Life.

📅 September 24, 2026
🕚 11:00 AM–1:00 PM
📍 HudsonAlpha | Huntsville, AL

Seats are limited, so financial professionals interested in elevating the retirement planning conversation are encouraged to reserve their spot.

https://naifa-alabama.com/events/huntsville-luncheon-hudsonalpha/

08/28/2026

On July 4, the One Big Beautiful Bill Act was signed into law. This piece of legislation extends, revises, and in some cases permanently establishes a wide range of tax rules. Throughout this article, you'll see labels noting whether a provision is permanent, temporary, or set to change on a specific date. As always, we encourage you to speak with your tax, legal, or accounting professional before making any adjustments based on these updates.

Big changes to tax rules took effect in 2026 — here's a clear breakdown of what's new and what it means for you.

08/26/2026

If you haven't revisited your billing practices in awhile, it may be time to rethink how you charge clients. Here's what professionals need to know about value-based and hourly billing.

If you haven't revisited your billing practices in awhile, it may be time to rethink how you charge clients. Here's what professionals need to know about value-based and hourly billing.

08/24/2026

Joseph, Casey, and Eli headed up to Atlanta for a truly magical experience! They watched Harry Potter and the Sorcerer’s Stone at COSM for a fully immersive experience—and they said it was a 10/10 and totally worth the 5-hour drive! ⚡️🎬

08/21/2026

Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose retirement years turn into financial nightmares. Avoid turning your golden years into a struggle to survive by avoiding these six typical mistakes retirees make when it comes to their finances.

Avoid turning your golden years until a struggle to survive by avoiding these 6 typical mistakes retirees make when it comes to their finances.

08/19/2026

Planning for retirement is a must for any age group — whether you’re 20 or 50. From retirement income planning to long-term care insurance, there is no shortage of topics to consider as you look ahead to your future. If your child has special needs, planning sooner rather than later will help provide you with financial confidence and hopefully reduce some stress.

If your child has special needs, planning sooner rather than later is going to reduce the number of headaches and obstacles you experience along the way.

08/17/2026

All the C2 Wealth kids are back to school! ✏️ From K3 all the way through 12th grade, we’re wishing all of our C2 families a fantastic school year filled with learning, growth, and lots of fun! 🍎🎓

08/14/2026

The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust. Usually, the executor is a close family member, but the executor could be a qualified, compensated person duly appointed under the laws of the state. But what does an executor do, specifically?

Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.