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.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
It's important to understand the pros and cons when considering a prepaid debit card.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When should you take your Social Security benefit?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?