News and Insights
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.
News
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...
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...
“Agrilife Today” Highlights Bill Carter
In January of 2022, Texas A&M Agrilife Today published an extensive profile of Bill and Fran Carter, and their generous contributions to the Financial Planning Program at College of Agriculture and Life Sciences. The article covers Bill’s time as A&M’s student...
CFM Service Day Spotlight: Cornerstone Ranch
Giving back has always been important to the CFM team, so we take two days every year to perform community service with a special organization. For our Spring Service Day we traveled to Cornerstone Ranch in McKinney. This caring organization began when a young couple...
Insights
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.
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.
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.
Things To Remember In Hectic Markets
During times of uncertainty, it can be hard to imagine reaching the other side and getting back to more favorable market conditions.
529 Plans for Estate Planning, Gifting, and Grandparents
What happens to your digital accounts such as social media, photos, or email when you die? That’s where digital asset estate planning comes in.
Videos
Who is Carter Financial Management?
Financial Planning: Who Should I Trust
How Do I Find a Financial Planner?
What is Financial Planning?
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