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...
A Visit from Jason Smith: Discussing the Future of Tax Policy with Bill Carter
At Carter Financial Management, you never know who might stop by for a conversation with our founder, Bill Carter. Recently, we had the privilege of welcoming Jason Smith, chairman of the Ways and Means Committee, to our offices for a thoughtful discussion on the...
Building on a Solid Foundation: Carter Financial’s Winter Planning Day 2025
On Wednesday, January 14, 2025, the Carter Financial Management team came together for our winter session of Company Planning Day, themed "Building on a Solid Foundation." This theme served as a reminder of our strong roots in the financial planning profession and our...
Should You Borrow from Your 401(k)?
When financial needs arise, your 401(k) might seem like a tempting source of funds. After all, it's your money, and borrowing from yourself might appear better than taking out a traditional loan. However, before tapping into your retirement savings, it's crucial to...
Retiring Earlier Than Expected? What To Know
Retirement is often seen as a well-deserved reward after decades of hard work. However, life can sometimes take unexpected turns, prompting individuals to retire earlier than planned. Whether due to health issues, family obligations, or simply a desire to enjoy life...