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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Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
When you’re married and have children, insurance needs will be different.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Four vacation destinations you might never have thought of.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?
Would you guess that Millennials are effectively saving for retirement? Well, they are.