Ellenore Baker, CFP® Private Wealth Advisor | Carter Financial Management

Year-End Charitable Gifting and You

Jan 6, 2025

As the year draws to a close, many individuals reflect on their accomplishments and consider how...

Dec 20, 2024

Social Security represents more than just a government retirement program – it’s a critical...

Nov 6, 2024

This year, several women from Carter Financial Management, joined by some of our valued clients,...

Sep 17, 2024

Medicare is a crucial component of healthcare for millions of Americans, particularly as they...

Aug 23, 2024

As you approach retirement, transitioning from accumulating assets to generating a reliable income...