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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

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

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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.

Why Everyone Needs an Estate Strategy

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Do you have an estate strategy? You should.

 

Medicare Advantage 101

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Medicare’s popular program, offering free gym membership and health education.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator will help determine whether you should invest funds or pay down debt.

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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