Family-First Financial Advice
All too often, wealth is measured by the size of a bank account or the number of zeros on a paycheck. After partnering with hundreds of people over the years, CarrThaxton Financial Group has discovered that the secret to true prosperity lies not in the amount of money you have but in the opportunity to share meaningful moments with those who you cherish most. Connected by this common thread, our clients and our team of trustworthy professionals work side by side in pursuit of both financial freedom and a richness found in family life.Our Story
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
An inside look at how marginal income tax brackets work.
Learn a little about worldwide currency in this fun infographic
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here are five facts about Social Security that are important to keep in mind.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a crash course on saving for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”