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So far Erin Brown-Carter Erin has created 9 blog entries.

Picking Your Financial Professional

Use your best comparison-shopping skills when choosing a financial professional Many financially successful people are comparison shoppers. If you’re one, you pore over ratings in consumer magazines, read websites for reviews and compare scores of products before you buy even everyday products like coffee or toilet bowl cleaner. Yet chances are good you don’t use [...]

By |2023-12-28T13:29:48-06:00January 21st, 2024|Uncategorized|0 Comments

3 Ways to Tackle Your Financial Goals

Though the New Year may bring with it a new opportunity to set and achieve financial goals, the thought of making sweeping changes to your budget and lifestyle may be overwhelming. What can you do to improve your odds of success in reaching the goals you've set? Below, we discuss three concrete steps to take [...]

By |2023-12-28T13:23:46-06:00January 14th, 2024|Uncategorized|0 Comments

Financial Resolutions for Individuals Nearing Retirement

Getting close to retirement is exciting, but it often brings a little worry about your financial future. The closer you get, the more you may be concerned with the rising living costs and if your finances are on track to allow you to live as planned when retirement comes. Whether your retirement is within the [...]

By |2023-12-28T13:18:28-06:00January 7th, 2024|Uncategorized|0 Comments

Financial Resolutions for Small Business Owners

The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path. Whether your business is just starting or you have been running it for decades, the new year is the time to review your financial situation [...]

By |2023-12-28T13:10:20-06:00January 1st, 2024|Uncategorized|0 Comments

6 Business Goals for a Prosperous New Year

The new year is fast approaching, and it is the perfect time to set up resolutions for your business. Whether you want to increase your sales, gather a more extensive customer base, or just accomplish needed business improvements, below are a few goals to help you get started. 1. Beef Up Your Online Presence Your [...]

By |2023-11-09T09:08:29-06:00December 26th, 2023|Uncategorized|0 Comments

Christmas Shopping Lessons for Investors

Is that investment an innovation or an improvement on an existing product? As Christmas sales loom, we face an endless array of sparkly, shiny and occasionally innovative items. As an investor, you run into a similar phenomenon that requires you to ask, “Are investment offerings truly innovative, or simply improvements to existing technologies and services?” [...]

By |2023-11-09T09:05:49-06:00December 19th, 2023|Uncategorized|0 Comments

Spreading Holiday Cheer with Year-End Giving

The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions. For many people, giving to a charity or organization that aligns with your values provides a sense of fulfillment. If you itemize deductions on your income tax return, you can deduct gifts made to charities. Here are six [...]

By |2023-11-09T09:01:47-06:00December 12th, 2023|Uncategorized|0 Comments

Will You Be Naughty or Nice To Your Finances This Holiday Season?

‘Tis the season for fun, family, and a lot of spending. Whether you plan to spend money on holiday gifts for the family, are planning a holiday event, or like to use the holiday season as your time for contributing to worthy causes, it’s a time that has the possibility of straining your finances. Don't [...]

By |2023-11-09T08:57:25-06:00December 5th, 2023|Uncategorized|0 Comments

Life Insurance and Divorce

Protecting Your Family’s Future Sometimes in life, things don’t work out as planned. One of the most trying examples is when a couple decides they can’t make their marriage work and, subsequently, files for divorce. Divorce can take a significant financial and emotional toll on a couple, their children, and other family members. In the [...]

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