Our Carter Financial team had a productive Summer Company Planning Day!
This biannual event is all about setting company goals, elevating our standards of excellence, enhancing client service, and strengthening our teamwork. It was inspiring to see all employees come together to align our goals and objectives.
What a positive day of growth and collaboration!
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 honored to welcome Romina Boccia from the Cato Institute as our keynote...
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...
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...
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...
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