Carter Financial
Carter Financial provides clients with wealth management advice and guidance. LPL Registered financial advisor Deana Carter offers access to a full complement of investment services including: financial and estate planning; asset management through LPL Financial; insurance; and retirement income planning.
Our clients range from individual investors to small and mid-sized businesses preparing for the future. Deana Carter is affiliated with LPL Financial, the largest independent broker/dealer in the country*.
Please explore our site and learn more about our experience, resources and services. Reach us by calling (858) 756-1566 or by sending an e-mail.
* As reported in Financial Planning magazine 1996-2012, based on total revenues.
Helpful Content
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Rightsizing for Retirement
What does your home really cost?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.