Videos
Our Story: A Legacy of Purpose
Take a look back at the journey of Carter Financial Management through the eyes of founder Bill Carter and partner Kathy Muldoon. This video highlights the early days of the firm, the principles on which it was built, and the deep commitment to serving clients, strengthening the community, and advancing the financial planning profession. It is a reflection on the values that have guided us for five decades—and continue to shape who we are today.
Founder’s Bio: The Vision of Bill Carter
This video shares the experiences and vision that laid the foundation for the firm. It is the story of a leader whose passion for education, service, and financial planning created a lasting impact that extends far beyond the business.
Looking Ahead: Building the Future Together
As we celebrate our history, we look toward the future. In this video, Bill Carter and Kathy Muldoon share their hopes for the continued growth and success of Carter Financial Management.
Financial Resolutions for 2025
Have you already given up on your New Year’s Resolutions? Join Carter Financial Planners Ellenore Baker, CFP® and Deborah Hickey, CFP® for a Financial Resolutions Checkup.
Spotlight on Cybersecurity
In this presentation from The 45th Annual Carter Investment Conference, Raymond James Security Awareness Specialist Charles “Chuck” Sapp discusses how to stay vigilant, well-informed, and safe in an ever-evolving digital landscape.
Managing Risk in a Hard P&C Market
CFM Vice Presidents Ellenore Knight Baker, CFP® and Deborah L. Hickey, CFP® host Cliff Layfield, CIC, ARM, Senior Vice President, Personal Risk Advisor, Personal Risk Services, at USI and decreased capacity that come with a hard insurance market.
Planning for Retirement in 8,000 Days
CFM Vice President, Ellenore Knight Baker, CFP® and CFM Vice President, Deborah L. Hickey, CFP® host Bill McManus with Hartford Funds as he goes beyond the dollars and cents to discuss how to make the most of your retirement years.
2023 Basics of Medicare
CFM Vice President, Ellenore Knight Baker, CFP® and CFM Vice President, Deborah L. Hickey, CFP® host Leigh Bennett, Medicare Advisory Services Wealth Manager at IMA Wealth to provide an overview of this health insurance program for individuals 65 and older and people with certain disabilities.
10 Things Every Investor Should Know
As part of the Carter Advantage Education Series, CFM Vice President, Ellenore Knight Baker, CFP® hosts Justin Clarke, Sr. Vice President at John Hancock Investment in an informative discussion of discuss 10 Things Every Investor Should Know.
What is Financial Planning?
Financial planning is about what you really want out of life. It’s about you. Your goals. Your journey. And your CERTIFIED FINANCIAL PLANNER® is your partner along the way.
How Does Financial Planning Work?
Financial planning goes far beyond managing dollars and cents. Here’s an overview of the roles, responsibilities, and obligations of a good financial planner.
Financial Planning: Who Should I Trust
Almost anyone can call themselves a financial advisor, wealth manager, wealth planner, investment advisor, or any number of legitimate-sounding titles. How do you know who to trust and who to avoid?
How Do I Find a Financial Planner?
The search for the right financial planning partner can be a little confusing. Here are five key things to look for when evaluating a financial planner.
Who is Carter Financial Management?
Few financial planning firms have stood through the booms and busts of the last four decades, but Carter Financial Management has thrived. Find out what makes us different.