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.
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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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 Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Rightsizing for Retirement
What does your home really cost?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.