News and Insights
News
2025 Economic Outlook Dinner Recap
Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an...
CFM Sponsors Dallas Estate Planning Council Event
On Thursday, October 3rd, Jonathan Meaney, CFP®, AIF® Senior Vice President of Carter Financial Management, delivered a sponsor presentation to the Dallas Estate Planning Council (DEPC) as part of CFM’s ongoing support of their mission. The DEPC is dedicated to...
Empowering Women, Building a Better World: Carter Financial Management Attends Texas Women’s Foundation 39th Annual Luncheon
This year, several women from Carter Financial Management, joined by some of our valued clients, had the privilege of attending the Texas Women’s Foundation “Catalysts for Change” Luncheon at the Omni Hotel in Dallas. This inspiring event marked the Foundation's 39th...
Carter Financial Management Hosts Its First Ladies Literary Luncheon with Special Guest Natalie Musgrave Dossett
On Thursday, October 31, 2024, Carter Financial Management had the pleasure of hosting our inaugural Ladies Literary Luncheon, an event designed to celebrate the love of literature among our esteemed female clients and some of our wonderful team members. This...
Carter Financial Management Team Takes on Top Golf for a Day of Fun and Friendly Competition
On October 24, the Carter Financial Management team gathered for a teambuilding event at Top Golf, making the most of the beautiful fall weather. With warm temperatures and blue skies, it was the perfect day for some friendly competition and bonding beyond the office....
Insights
Breaking Down Financial Jargon: Demystifying Investment Terms
Understanding financial terminology is crucial for making informed investment decisions. This comprehensive guide aims to clarify...
Where Will Your Retirement Money Come From?
Creating a reliable income stream in retirement requires careful planning and a thorough understanding of your potential sources of retirement income. As you approach retirement, it's crucial to evaluate how different income sources will work together to fund your...
Buying a Home: Tips for First-Time Homebuyers
Purchasing a home is one of the most significant financial decisions many people will make in their lifetime. For first-time homebuyers, navigating the complexities of the real estate market can be daunting. However, with careful planning and informed decision-making,...
Preparing for a Job Loss: Comprehensive Steps to Help Protect Your Future
Job loss can happen to anyone, at any time. Whether due to company restructuring, economic downturns, or unexpected personal circumstances, being financially prepared can transform a potentially devastating experience into a manageable transition. Understanding the...
Preparing Your Finances for a Recession: A Comprehensive Survival Guide
Economic downturns are an inevitable part of the financial cycle, and preparation is the key to weathering financial storms. This comprehensive guide will walk you through a systematic approach to fortifying your financial position before, during, and after a...
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