Are Your Important Documents Secure and Accessible?
Family and lifestyle Keep your financial life organized with a thoughtful combination of digital and physical storage solutions. Pop quiz: In an emergency, could your loved ones find your current...
Tax Savings Ideas for 2023
Following a year like 2022 when most investment strategies performed poorly, one way to add value in 2023 is to lower your taxes. Here are six tax savings ideas to consider: Donor Advised Funds Clients who are charitable during their working years would often like to...
How the SECURE Act 2.0 Affects Your Retirement Savings
As 2022 came to a close, our lawmakers delivered a holiday gift in the form of the SECURE Act 2.0. This new law builds on the 2019 SECURE Act that made changes to the way we save for retirement. The changes enacted with the new law help empower savers to reach...
Chairman’s Letter – Spring 2023
Many of you see economic news daily and wonder what to make of what you see. We all hoped 2023 would be a calmer year than 2022, yet we are inundated with stories about banks going under, rising interest rates, and inflation—so far, 2023 remains a bit overwhelming. I...
Carter Scholarship Recipient: Sarah Noor Alam
Every year, Carter Financial Management selects one deserving student to receive the Carter Financial Management college scholarship. This year’s recipient is Sarah Noor Alam. Sarah is an exceptional graduate of Emmett J Conrad High School who moved to the U.S. from...