News and Insights
News
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...
Carter Financial Management Employees Serve Up Support at North Texas Food Bank
In a heartening display of community spirit and dedication to making a tangible difference, employees of Carter Financial Management recently rolled up their sleeves and volunteered at the North Texas Food Bank. With a shared commitment to combating hunger in their...
Congratulations to the Swain Family!
Daniel and Greta Swain welcomed Heidi Ruth Swain to the world on May 28, 2024. Heidi weighed 7 pounds 14 ounces and was 21.25 cm long. Mom and baby are happy and healthy! Congratulations, Daniel and Greta!
In Memoriam: Becky Bell, CFP®
It is with heavy hearts that we share the news of the passing of our dear long-time member, Becky Bell, CFP®, President of Carter Financial Management. Becky was a pillar of our community, renowned not only for her professional expertise but also for her kindness,...
New Faces at CFM!
Please join us in welcoming our newest team members. Anna Wood is a highly experienced Office Administrator who joined Carter Financial Management in May. With over 25 years in private equity and commercial real estate, she brings a rich background and outstanding...
Insights
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...
Medicare 101: Navigating Your Healthcare Options in Retirement
Medicare is a crucial component of healthcare for millions of Americans, particularly as they transition into retirement. Understanding its structure, eligibility, coverage options, and costs is essential for effective healthcare planning. What is Medicare? ...
Trusts, and Powers of Attorney: The Building Blocks of an Estate Plan
Understanding the components of an estate plan is crucial for ensuring that your wishes are honored and your loved ones are cared for after your passing. Wills, trusts, and powers of attorney are the foundational elements that make up a comprehensive estate plan. ...
Passing on Your Wealth: Strategies for Intergenerational Wealth Transfer
Intergenerational wealth transfer is a significant and complex process that involves not only the transfer of financial assets but also the values and legacies that families wish to pass down through generations. With the baby boomer generation poised to transfer an...
Diversification: Reducing Risk in Your Investment Portfolio
Diversification is a fundamental investment strategy aimed at reducing risk in a portfolio by spreading investments across various asset classes, industries, and geographical locations. This approach is rooted in the principle that a well-diversified portfolio can...
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