News

A Home Run Evening at the Ballpark – Thank You!

A Home Run Evening at the Ballpark – Thank You!

We want to extend a heartfelt thank you to everyone who joined us for our Client Appreciation Event on May 15, 2025. It was a pleasure spending an evening with so many of our wonderful clients, friends, and their families while cheering on the Frisco RoughRiders....

Annual Shred Day 2025 – A Secure (and Sweet!) Success

Annual Shred Day 2025 – A Secure (and Sweet!) Success

At Carter Financial Management, we're always looking for ways to support our clients beyond financial planning—and that includes helping them protect their sensitive information. On April 26, 2025, we hosted our Annual Shred Day, giving clients the opportunity to...

Carter Financial Welcomes New Summer Intern from Texas A&M

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 recent visit to Texas A&M, Bill Carter had the opportunity to meet with our future summer intern, Kaitlyn Palacios. Kaitlyn is...

2025 Economic Outlook Dinner Recap

2025 Economic Outlook Dinner Recap

Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an insightful evening focused on the fiscal future.   We were honored to welcome Romina Boccia from the Cato Institute as our keynote...

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