Keep Your Financial Plan Up-to-Date

Keep Your Financial Plan Up-to-Date

A financial plan is simply a roadmap to help you stay on track and ultimately accomplish your financial goals. It is a “living” document that is constantly changing as life evolves.

Planning for Long-Term Care

Planning for long-term care is more important than it has ever been. People are living longer, increasing the risk of needing some sort of care as our bodies get older and break down. It’s important to consider the toll providing care takes on the spouses, children...

Have you heard about NFTs?

A non-fungible token (NFT) is a non-interchangeable unit of data that is stored on a digital ledger, or blockchain. It is unique and can be sold or traded. Think of it like a one-of-a-kind digital trading card. Anyone can view the image, but built-in authentication...

Things To Remember In Hectic Markets

It has been a summer of volatility as markets dropped on June 10 after a hotter‐than‐expected inflation report. On June 15, U.S. Federal Reserve Chairman Jerome Powell announced a 75 basis points (bps) increase to the benchmark interest rate – the largest since 1994....

Community Service Day: Bonton Farms

One of our key Carter Financial values is giving back to the community. We demonstrate that value by holding Community Service Days twice a year. For the first time since the pandemic began, we were finally able to safely hold a Community Service Day, so we packed up...