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 StoryDownload "Retire Happy," Our Free Ebook!
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Helpful Content
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
View all articles 
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.