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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Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The gig economy has been on the rise for years, for better or for worse. Of the 10 million jobs created in the US between 2005 and 2015, a staggering 94 percent were in the category of “alternative work,” meaning gig work or other temporary employment.
Sometimes navigating your finances can feel like swimming against the tide, but with some financial wellness goals to keep you afloat, you can keep swimming until you reach calmer waters.
It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
While you’re exploring the new opportunities the next phase in your life offers, these shocking facts add a healthy dose of reality to your retirement planning.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.