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Discover original, perceptive content and invaluable advice on our blog, featuring thoughts and insight from our team of financial specialists. Explore how the power of income can transform your retirement journey.

Tackling Tariffs: What Everyday Investors Need to Know

By David J. Scranton, Founder and CEO of Sound Income Group Trade wars, tariffs, and economic negotiations—these words can send the stock market into a …

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Paying Your Bills in Retirement: Smart Strategies for Everyday Investors

As we celebrate Pay Your Bills Week from February 2 to February 8, it’s the perfect time to reflect on the financial challenges many retirees …

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How Financial Advisors Can Use AI to Attract More Business Online

More than ever today, financial advisors need a strong online presence to attract and retain clients. It’s all well and good to have a business …

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What Makes a Great Retirement Income Plan? 5 Key Elements

If you were to ask a group of people, “What is the most important goal of a retirement plan?” most would probably answer, “To help …

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From Offense to Defense: The Key Shift in Retirement Planning

Retirement planning requires a strategic shift as you approach your golden years. Early in your career, the focus is on growth — maximizing savings, investing …

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Why an Income-First Strategy Could Be the Key to Your Dream Retirement

We all hope to achieve our “dream” retirement. But hoping isn’t enough. Nor is simply saving a lot of money. As any successful person can …

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5 Retirement Planning Mistakes That Can Cost You – And How to Avoid Them

Retirement is that chapter in life we dream about — the ultimate freedom to enjoy family, pursue passions, and finally relax. Yet, even as we …

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The Promise Of The Recruiting Pitch. The Reality Of Joining The Ranks

How Often Do The Two Align After An Advisor Signs On The Dotted Line? By Janeesa Hollingshead September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/the-promise-of-the-recruiting-pitch-the-reality-of-joining-the-ranks/ For a wealth management …

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Investors react to fiery presidential debate between Trump and Harris

By Staff September 11, 2024 https://www.reuters.com/world/us/investors-react-fiery-presidential-debate-between-trump-harris-2024-09-11/ U.S. stock futures slipped and the dollar edged lower in early Asian trading on Wednesday as Republican Donald Trump …

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What happens if munis lose their tax exemption? Advisors weigh in.

Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can. By Gregg Greenberg July 23, 2024 https://www.investmentnews.com/investing/news/what-happens-if-munis-lose-their-tax-exemption-advisors-weigh-in-255618 Tax-free …

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Carter-Stearns Financial Group is a full-service financial firm dedicated to helping those in the Texas area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Carter-Stearns Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification, and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Insurance products are offered through our Affiliate Sound Income Academy LLC.  Carter-Stearns Financial Group and Sound Income Strategies, LLC are not associated entities. Carter-Stearns Financial Group is a franchisee of Retirement Income Source®. Retirement Income Source® LLC, Sound Income Strategies LLC, and Sound Income Academy are associated entities. © 2025 Carter-Stearns Financial

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Midland, Texas, 79701

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About Mandee

Mandee Carter Stearns, President of Carter Financial Group, has been working alongside her father, Dee Carter, running the day-to-day business and learning the ropes of their family business since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the financial industry in 2010 when she started helping in the office. After acquiring her degree, she started working full-time in March 2017 as Dee’s business partner and main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021 and 2023, she was named an Elite Producer with American Equity, amongst other accolades.

In Mandee’s spare time, she likes to go to the gym and spend time with her husband, friends, and family. She is an animal lover and rescuer. In fact, Mandee has 3 rescue dogs, a German shepherd and 2 mixed breeds that she adores! She still enjoys almost all things Psychology related and is constantly researching something. Mandee enjoys meeting new client prospects, speaking with her current clients, but most of all she loves helping people.