Deborah Hickey, CFP® | Carter Financial Management

Charitable Giving Strategies That Benefit Both Your Legacy and Your Tax Bill

Nov 10, 2025

There’s something deeply personal about giving to causes you care about. Whether it’s...

Sep 19, 2025

Healthcare expenses are one of the biggest wildcards in retirement planning, often consuming a...

Apr 17, 2025

At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the...

Mar 20, 2025

Understanding financial terminology is crucial for making informed investment decisions. This...

Dec 23, 2024

Economic downturns are an inevitable part of the financial cycle, and preparation is the key to...