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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?