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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The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
For some, the social impact of investing is just as important as the return, perhaps more important.
It may help your business be better prepared in the event of the death of a principal or key employee.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What can be learned from the savings rate?
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know how to set up your financial goals for success? This knight does.