News and Insights
Community Service Day: Cornerstone Ranch
The Carter team spends two days each year doing team community service projects.
News
A Thoughtful Legacy: Reflections on Our Family Love Letter® Event
At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave...
A Visit from Jason Smith: Discussing the Future of Tax Policy with Bill Carter
At Carter Financial Management, you never know who might stop by for a conversation with our founder, Bill Carter. Recently, we had the privilege of welcoming Jason Smith, chairman of the Ways and Means Committee, to our offices for a thoughtful discussion on the...
Building on a Solid Foundation: Carter Financial’s Winter Planning Day 2025
On Wednesday, January 14, 2025, the Carter Financial Management team came together for our winter session of Company Planning Day, themed "Building on a Solid Foundation." This theme served as a reminder of our strong roots in the financial planning profession and our...
Giving Back This Holiday Season: Carter Financial Management’s Charity Day
As 2024 comes to a close, Carter Financial Management proudly continued its tradition of giving back to the community through its second Charity Day event of the year. On Friday, December 20th, our team volunteered at the Salvation Army's Garland location to support...
Carter Financial Management Shines at the Raymond James Women’s Symposium
Several of our talented team members recently attended the exclusive Raymond James Women's Symposium, held at the JW Marriott in Tampa, Florida. This annual event is designed specifically for women within Raymond James, providing a platform for connection,...
Insights
The Power of Compound Interest: A Simple Path to Wealth
Albert Einstein reportedly called compound interest the "eighth wonder of the world," noting that "he who understands it, earns it; he who...
The Importance of Estate Planning for Blended Families
As family structures evolve, blended families—comprising biological parents, stepparents, and children from previous relationships—have become increasingly common. This complexity necessitates a thoughtful approach to estate planning to ensure that all family members...
5 Ways to Protect Your Retirement Savings from Inflation
Inflation can significantly erode the purchasing power of your retirement savings, making it essential to adopt strategies that help preserve your wealth. As prices rise, retirees may find their fixed incomes insufficient to maintain their desired lifestyle. To combat...
How to Save for College in a Rising Interest Rate Environment
As families prepare for the financial demands of higher education, the current rising interest rate environment presents unique challenges and opportunities. Saving for college requires strategic planning, particularly when interest rates affect savings accounts,...
Essential Tax Planning Strategies for Investors in 2025
As we move into 2025, the financial landscape for investors is evolving, presenting both challenges and opportunities. With new tax laws and economic shifts, effective tax planning is more important than ever. Here’s a detailed look at strategies you can implement...
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