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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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Sustain financial well-being or create wealth through these actions.
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time
Tips for overcoming online meeting (Zoom, MS Teams, etc.) weariness
Ascertaining the value of your business is important for a variety of reasons.
Good employee health can be great for the company’s bottom line.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.