C2 Wealth Strategies

Life is unpredictable. One day, everything is running smoothly, and the next, you’re hit with a medical emergency, job loss, or unexpected home repair. That’s why having an emergency fund is crucial. But how much should you save?

How Big Should My Emergency Fund Be? How much should you save for unexpected expenses? Learn how to build the right emergency fund for your financial situation with these tips and tricks!

🇺🇸 Happy Labor Day from C2 Wealth Strategies! 🇺🇸

Today, we celebrate the hard work, dedication, and contributions of the American workforce. From early mornings to long days, your efforts help build stronger families, businesses, and communities.

Wishing you and your family a safe and relaxing Labor Day! ❤️🤍💙

Good news: Budgeting doesn’t have to be a daunting, time-consuming task filled with number crunching and tracking.

Five Easy Ways to Simplify Your Budgeting Process You’ve likely considered using apps or spreadsheets, which are great strategies, to stick to a budget. Here, we share a few more ways to simplify your budget.

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.

Healthcare Costs That Catch Retirees Off Guard Three healthcare costs that can catch retirees off guard and how to manage them.

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

Perception vs. Reality 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.

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/

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.

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

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.

Value-Based Billing vs. Hourly Billing: Which Is Right for Your Business? 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.

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! ⚡️🎬

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.

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