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Services

Retirement Calculators - Calculate Your Retirement Savings and More

Do you know what is needed to achieve a more secure retirement? You can use our retirement calculators to create your retirement plan or our Roth IRA conversion calculator to see if converting to a Roth IRA is the right choice for you.

We also have calculators for:

  • IRA Eligibility to find out how much you can contribute to an IRA
  • Life Insurance Needs to see how much life insurance you will need
  • Loan Acceleration Calculators to find out about the impact of making extra payments on your debt
  • Home Refinance Calculators to see if you should refinance your mortgage
  • Credit Card Payoffs to calculate how long it will take to pay off your credit cards.
Fiduciary

Fiduciary Advisor

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Retirement Planning

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Wealth Management

Hand holding piece of puzzle with words Financial Planning. Business concept

Financial Planning

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Investing for Income Strategies

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Estate Planning

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.