As hard-working Americans transition into full retirement, many don’t realize they’re crossing the threshold into a new way of living where they could be vulnerable to risks unique to retirees. After spending decades working toward a goal, too many retirees have had their plans derailed by 7 easy-to-avoid risks. This video explains what you can …
Finding the right financial advisor can be challenging. However, knowing the right questions to ask can help you identify an advisor’s investment philosophy—which is essential for your long-term financial health. This video offers tips to help you select the right financial advisor.
There are many considerations in determining what type of IRA is right for you. This video explains some of the most important aspects of owning an IRA.
Although estate planning can be complex, a well-constructed plan can make a big difference in what is left for your loved ones. This video explains the essentials of what you need to know to ensure you have a well-thought-out estate plan in place.
Finding the right financial advisor can be a challenge. This video explains how hiring the right advisor can not only help you reach your retirement goals but circumvent mistakes that could impact your quality of life in retirement.
The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. There are many variables to consider when taking RMDs, so we’ve created this video to help you better understand tax …
Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with the wrong advisor. Watch this video to find out if the advisor you are working with has the specialized knowledge required to help you enjoy steady streams of income you can count on well into …
Knowing when and how to apply for Social Security can greatly impact your retirement years. Watch this video to learn how to maximize your benefits and get the most of which you are entitled, and strategies to minimize your tax burden from Social Security.
When it comes to planning and saving for retirement, people often underestimate the amount of income they will need during retirement. This can lead to placing too much money in the bank. This video was created to help you understand the negative effects of having too much money in the bank and how it can …
Most of us would agree that history oftentimes repeats itself. That is especially true with the stock market. This video illustrates cyclical patterns in the stock market over the past 100 years and offers steps you can take today to help protect your retirement savings.
Carter 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.
In preparation for her continuing the family business and taking over full time once Dee retires, Mandee Carter, the Vice President and Associate Advisor of Carter Financial Group, has been working alongside her father running the day-to-day business and learning the ropes, so to speak, 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 came on 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, she was named an Elite Producer with American Equity amongst other accolades.
In Mandee’s spare time, she likes to go to the gym, spend time with her boyfriend, friends and family. She is an animal lover and rescuer. She has 2 German Shepherds that she rescued from the shelter 6 years ago. She still enjoys almost all things Psychology related and is constantly researching something. She enjoys meeting new client prospects and likes speaking with her current clients. She loves helping people.