Take a walk down memory lane as the Financial Planning Association celebrates its 25th anniversary.
In this special video, industry leaders reflect on the historic merger of the IAFP and ICFP and the founding of FPA. We’re proud to share insights from our own Bill Carter, who helps tell the story of how it all began in 2000—and where FPA is headed over the next 25 years.
You've spent decades building wealth together. Retirement felt close—secure, planned, predictable. Now you're facing divorce after 50, and suddenly everything you counted on feels uncertain. Will you have enough to retire? How will splitting retirement accounts affect...
Several professionals from Carter Financial Management recently attended the Financial Planning Association of Dallas/Fort Worth (FPA DFW) Conference on February 19, 2026, held at the Irving Convention Center. The conference brought together financial planning...
Employee benefits in a typical corporate package can account for nearly a third of total compensation, yet many professionals use only a fraction of what they are offered, leaving money and protection on the table each year. Understanding and intentionally using those...
You're considering a significant purchase. Maybe it's upgrading to a lake house, buying that sports car you've had your eye on, or funding your daughter's destination wedding. Your portfolio looks strong. Your income is solid. But should you actually pull the trigger?...
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