Saying ‘Please’ and ‘Thank You’ to AI Sounds Crazy. It Might Actually Work.
- Entrepreneur Magazine
A new survey finds 86% of office workers are being polite to their AI tools — and most say it actually changes what comes back.
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.
8 mistakes you should never make while networking, according to etiquette experts
- Business Insider
Networking is one of the best ways to land a job right now, but going about it the wrong way can do more harm than good for your reputation and potential future opportunities.
Universal Basic Income, AI, and Tax Policy
- Forbes
Tax Notes contributing editor Carrie Brandon Elliot discusses the rising interest in universal basic income, especially as artificial intelligence disrupts the job market, and the role of tax policy in paying for it.
Why Global Entrepreneurs Are Treating Second Citizenship as a Business Asset
- Entrepreneur Magazine
A secondary citizenship can provide an enhancement of freedom of movement, geopolitical risk or regulations, along with access to banks, thus allowing entrepreneurs to better plan for an uncertain world economy.
Baby Boomers Are Carrying Debt Into Retirement—Here’s How Much
- Investopedia
Almost 7 in 10 baby boomers carried debt in 2022, with younger boomers more likely to owe. Mortgages are where this generation owes the most, with a median debt of $116,000 on their primary residence.
Phantom Income: What It Is and How It's Taxed
- Investopedia
Phantom income is money never received by a partnership or individual but is still taxable.