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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Helpful Content
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Saving for College 101
Here’s a crash course on saving for college.