Help Avoid Costly Mistakes that Could Derail Your Plans For Retirement

All too often, misinformation or a lack of information can lead to costly mistakes that can derail your plans for retirement. That is why we regularly post blogs to help keep our clients informed about the financial issues that could impact their ability to enjoy the retirement they’ve always envisioned. If you have any questions after reading our blogs, please feel free to give our office a call to schedule a complimentary consultation.

Are Annuities Right for You?

The SECURE ACT 2.0 and Retirement Planning

Not Your Grandmother’s Portfolio

How Much Do You Need to Retire?

Should Investing for Income be Part of My Retirement Plan?

Identifying Your Retirement Goals

10 Ways to Invest for Income

What Does Financial Literacy Mean to You And Why Is It Important?

What Is Fixed Income Investing?

Stay Informed about the Financial Issues that Matter Most to You

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Learn More About Mandee

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 the 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.