Understanding Today's Financial Environment
We're Carpenter Capital Advisors, a financial organization in Johnstown, Pennsylvania. We at Carpenter Capital Advisors understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Even if you’re young and single, you should still consider protecting yourself.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.
Do you know these three personal finance sayings?
How will you weather the ups and downs of the business cycle?