News and Insights
Disaster Preparation Should Include Important Documents
Most life-altering disasters can’t be predicted, but there are things you can do to protect your most important documents.
News
Carter Financial Welcomes New Summer Intern from Texas A&M
At Carter Financial Management, we're always excited to connect with the next generation of financial planning professionals! During a...
Congratulations to Bill Carter CFP®, CLU®, ChFC®—Forbes Best-in-State Wealth Advisors
Bill Carter CFP®, CLU®, ChFC® has been named to Forbes’ esteemed Best-in-State Wealth Advisors list for 2024, showcasing his expertise and client trust. This recognition is a testament to his dedication and excellence in financial guidance. Forbes rigorously evaluates...
Scholarship Winners Visit CFM
We were delighted when a few of our former scholarship winners came by CFM to visit with us in August. These young men and women are phenomenal individuals; the potential our scholarship selection committees saw in each of them is becoming realized. Jorge Rodriguez...
Patty Hammond Retirement
After twenty-seven years with Carter Financial Management and an impressive forty-four years as a Certified Financial Planner, we are sad to say goodbye to Patty Hammond, who officially retired on October 15, 2024. Patty says, “After much reflection, I believe now is...
2024 Texas A&M Financial Planning Conference
On October 3 and 4, 2024, Joe Meylor, CFP® and CPWA®, along with Cullen Ferguson, CFP®, proudly represented Carter Financial Management at the 2024 Texas A&M Financial Planning Conference in College Station. They had the pleasure of connecting with numerous...
Insights
Financial Independence, Retire Early (FIRE): A Realistic Path or a Pipe Dream?
In recent years, the FIRE movement has captured the imagination of many young professionals seeking to break free from the traditional 40+...
Should You Borrow from Your 401(k)?
When financial needs arise, your 401(k) might seem like a tempting source of funds. After all, it's your money, and borrowing from yourself might appear better than taking out a traditional loan. However, before tapping into your retirement savings, it's crucial to...
Retiring Earlier Than Expected? What To Know
Retirement is often seen as a well-deserved reward after decades of hard work. However, life can sometimes take unexpected turns, prompting individuals to retire earlier than planned. Whether due to health issues, family obligations, or simply a desire to enjoy life...
Year-End Charitable Gifting and You
As the year draws to a close, many individuals reflect on their accomplishments and consider how they can give back to their communities. Year-end charitable gifting has become a significant practice for both donors and nonprofits, with many organizations relying...
How Will Working Affect Social Security Benefits?
As more seniors choose to remain in the workforce beyond traditional retirement age, understanding the implications of working on Social Security benefits has become increasingly important. Collecting Social Security While Working It is entirely possible to receive...
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Financial Planning: Who Should I Trust
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