News and Insights
News
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...
Carter Financial’s Zack Smutzer Wins Prestigious FPA DFW CFP® Scholarship
Zack Smutzer, of Carter Financial Management, is honored to receive the FPA DFW Pamela Yip Memorial CFP® Exam Fee Scholarship! This prestigious achievement celebrates a commitment to excellence in financial planning and emphasizes the value of becoming a Certified...
Ellenore Baker and Deborah Hickey at FPA event, Dallas
Deborah Lemoine-Hickey and Ellenore Baker had a blast at a recent FPA event in Dallas! They connected with fellow CFP ladies and even made some beautiful terrariums for their offices. The turnout was amazing, and they had the pleasure of meeting so many like-minded...
Summer Company Planning Day at Carter Financial
Our Carter Financial team had a productive Summer Company Planning Day! This biannual event is all about setting company goals, elevating our standards of excellence, enhancing client service, and strengthening our teamwork. It was inspiring to see all employees come...
Welcome Julian Cantu— CFM Summer Intern
Julian is a First Sergeant in the Corps of Cadets at Texas A&M University and will receive his Bachelor of Science degree in Financial Planning in May 2025. He will take on many tough projects this summer and will be a great help to all of us. We are so lucky to...
Insights
The Importance of Estate Planning for Blended Families
As family structures evolve, blended families—comprising biological parents, stepparents, and children from previous relationships—have...
Helping to Maximize Your Social Security Benefits: A Strategic Approach to Retirement Planning
Social Security represents more than just a government retirement program – it's a critical component of most Americans' retirement income strategy. Understanding the nuances of Social Security can mean the difference between a comfortable retirement and financial...
The Role of Insurance in a Comprehensive Financial Plan
Insurance is often misunderstood as an unnecessary expense, but in reality, it is a critical component of a robust financial strategy. At its core, insurance is a risk management tool designed to protect you and your loved ones from potential financial devastation....
Understanding the Impact of Inflation on Your Investments
Inflation, the steady increase in the general price level of goods and services over time, is a significant economic factor that can have a profound impact on your investments. As prices rise, the purchasing power of your money decreases, eroding the value of your...
Understanding the Inherited IRA Rules Under the SECURE Act
Navigating the maze of inherited IRA rules can feel overwhelming, especially with the significant changes introduced by the SECURE Act. Whether you’re an IRA owner or a beneficiary, understanding these new regulations is essential. If you’ve recently inherited a...
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