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.
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.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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At what point can you call a personal vehicle commercial?
An increasing number have been developed to help individuals with their personal finances.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
When should you take your Social Security benefit?
Do you know how to set up your financial goals for success? This knight does.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.