Summer Company Planning Day at Carter Financial

One of the most critical tools in the journey toward financial stability and prosperity is a well-structured budget. A spending plan not only helps you track your expenses but also empowers you to make informed financial decisions, prioritize your goals, and...

As you diligently plan for your financial future, it's crucial to consider not only what happens during your lifetime but also the steps that need to be taken after you're gone. One often-overlooked aspect of comprehensive estate planning is creating a letter of...

Inflation has become a pressing concern for individuals and households across the globe, with consumer prices rising at rates not seen in decades. While moderate inflation is a normal part of a growing economy, high inflation can have significant adverse effects on...

As interest rates begin to fall, investors and borrowers face both challenges and opportunities. A decreasing interest rate environment can have significant implications for investment portfolios, borrowing costs, and overall financial planning. In this article, we'll...