Videos

Preparing for Retirement – 8,000 Days

As part of the Carter Advantage Education Series, CFM Vice President, Ellenore Knight Baker, CFP® and CFM Vice President, Deborah L. Hickey, CFP® host Bill McManus with the Applied Insights team at Hartford Funds as he goes beyond the dollars and cents and considers the various phases of retirement, planning for retirement, what you may face in retirement, and how to make the most of your retirement years.

2023 Basics of Medicare

As part of the Carter Advantage Education Series, 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 a foundational 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.