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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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
For homeowners who think their property taxes are too high, there are ways to appeal.
Here’s a guide to explain all the parts of Medicare.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are hundreds of ETFs available. Should you invest in them?
When markets shift, experienced investors stick to their strategy.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.