There is a Preparedness Paradox Facing America’s Small Businesses
- Entrepreneur Magazine
There is often a wide gap between how prepared small businesses feel and how ready they actually are. Here's how to close it.
Carr Financial Group
Guiding You Toward a Life of Success as YOU Define it
At Carr Financial, our dedicated team will help you define your financial goals and create a plan tailored to your unique circumstance. For over 36 years, we’ve earned the trust of generations of families by helping them navigate the ever-changing economy through every stage of life in pursuit of their goals. Let us be the constant guiding force in your journey.
What We Do
Our Services
Wealth Management
Money does not measure success. What you did to earn it and what you do with it are both better metrics to measure success.
Together we will create a plan based on your values and lifestyle to grow and protect what is yours, to provide for you and your family, and to leave a legacy for future generations.
Financial Planning
Decisions you make today can bridge the gap between where you are and where you want to be. Changes in your life circumstances and goals can require a change in strategy. The always moving markets and economy can present challenges and opportunities.
Our experience and education give us perspective to guide our clients through these inevitable changes. We help you to understand the impact these decisions and changes can have on your desired quality of life today while planning for your long-term financial goals.
Retirement Planning
Wherever you are on your retirement journey, our team will work to understand your goals to help ensure that you’re doing the right things to prepare for and enjoy the retirement you want.
Premium Financial Content
We invite you to access articles we've licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.
Video: The Fed Can’t Beat Inflation Without Market Pain
- Bloomberg
Federal Reserve officials left interest rates unchanged and reiterated their commitment to containing inflation without offering a clear signal they might raise rates at their next meeting in December.
How To Write A Book: The $200,000 Price Tag For A Literary Legacy
- Forbes
A lifetime of boardroom success may earn a TED Talk, but readers expect more than leadership credentials from a book.
Life Feeling Too Expensive? It’s Not Just You. And It’s Not Just Inflation.
- The New York Times
Affordability is expected to be a major issue for younger voters in the midterms. Here’s a snapshot of some reasons people are feeling pinched.
Year-End Tax Planning Moves to Consider
- Broadridge Content
Consider reviewing your tax situation at year end for potential opportunities to reduce your tax liability.
The 'Big Bad' Theory
- Business Insider
Hollywood's uncanny evolution of evil tech bros, from "The Spy Who Loved Me" to "Musk."