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Blog

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

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5 Smart Ways to Use Your Tax Refund in 2025

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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

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How Hindsight Bias Hurts Investors

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Planning for the Future: Essential Steps to Secure Your Retirement

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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

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Practical Tips: How to Avoid These 4 Estate Planning Missteps

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A Guide to Pensions & Retirement Benefits

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4 Financial Mistakes to Avoid this Spring

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5 Signs You’re Headed for a “Cushy” Retirement

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Retirement nearing? Do these 5 things first.

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Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

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We formed Carter Financial Group, Inc. to be a lifetime ally to individuals and families along their financial journeys. We value each person we support and strive to help you find financial clarity, stability, and confidence.

P | (847) 713-2700
E | kevin@carterfinancialgroup.com

Text Only| (630) 228-1590 

Schedule an appointment with Kevin Carter
https://calendly.com/kevincarter

222 S Cook St.
Barrington, IL 60010
United States

 

Investment advisory services offered through Carter Financial Group, Inc., an SEC registered investment adviser.

Kevin K. Carter is a CFP® professional

“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”

No client or potential client should assume that any information presented or made available on or through this web site should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. 

 

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