Daniel and Greta Swain welcomed Heidi Ruth Swain to the world on May 28, 2024. Heidi weighed 7 pounds 14 ounces and was 21.25 cm long. Mom and baby are happy and healthy! Congratulations, Daniel and Greta!
Anna is a highly experienced Office Administrator who joined Carter Financial Management in 2023. With over 25 years in private equity and commercial real estate, she brings a rich background and wealth of expertise to the team.
Financial education is essential for fostering responsible financial habits that can last a lifetime. Many parents recognize the importance of teaching their kids about money but feel uncertain about how to initiate these conversations. Here’s a structured approach...
Choosing the right financial advisor is a critical decision that can significantly impact your financial well-being and future. With a plethora of options available, it's essential to approach this process with careful consideration. Below are key factors and steps to...
Medicare is a crucial component of healthcare for millions of Americans, particularly as they transition into retirement. Understanding its structure, eligibility, coverage options, and costs is essential for effective healthcare planning. What is Medicare? ...
Understanding the components of an estate plan is crucial for ensuring that your wishes are honored and your loved ones are cared for after your passing. Wills, trusts, and powers of attorney are the foundational elements that make up a comprehensive estate plan. ...
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