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Building Blocks of Retirement

Traditionally, the key to a financially solid retirement plan has been to save early, ideally from the day you start working. It’s always been good advice to live by, but today’s retirement is more
complex. It requires a different approach.

It wasn’t always this complicated. There was a time in the not-so-distant past when you worked 30 years for the same employer. When it came time to retire, you had a pension and Social Security to depend on. Now, most of us are facing challenges that are making it harder to achieve a more comfortable retirement lifestyle. Living longer, carrying more debt, family dynamics and healthcare weigh heavily on many Americans. Market volatility and fallout from the pandemic have only exacerbated the situation.

Carter-Stearns Financial Group

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.