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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Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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
Do you have an estate strategy? You should.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Ascertaining the value of your business is important for a variety of reasons.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Earnings season can move markets. What is it and why is it important?
Medicare’s popular program, offering free gym membership and health education.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.
There are a few things to consider when buying or leasing your next vehicle.
With alternative investments, it’s critical to sort through the complexity.
Check out this video to begin separating fact from fiction.
When you retire, how will you treat your next chapter?