News and Insights

Planning for Long-Term Care

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.

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Community Service Day: Bonton Farms

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

“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

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...

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