News and Insights
Community Service Day: Cornerstone Ranch
The Carter team spends two days each year doing team community service projects.
News
CIC Speaker Highlight: Jeff Bush
Jeff Bush is a dynamic and insightful speaker known for translating difficult and confusing information coming out of Washington into growth strategies for investors.
CIC Speaker Highlight: Jeff Bush
Jeff Bush is a dynamic and insightful speaker known for translating difficult and confusing information coming out of Washington into growth strategies for investors.
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
Should You Get Travel Insurance?
With the rash of flight delays and cancellations wreaking havoc on summer travel plans, the topic of travel insurance is on the minds of many Americans.
Should You Get Travel Insurance?
With the rash of flight delays and cancellations wreaking havoc on summer travel plans, the topic of travel insurance is on the minds of many Americans.
Should You Be Concerned About Stagflation?
You may have heard the term in the media lately and wondered what stagflation is, and how it impacts you.
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.
Videos
Who is Carter Financial Management?
How Does Financial Planning Work?
What is Financial Planning?
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