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.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
For homeowners who think their property taxes are too high, there are ways to appeal.
What does the Tax Reform and Jobs Act mean for you?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Are you ready for retirement? Here are five words you should consider.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.
Taking your Social Security benefits at the right time may help maximize your benefit.
All about how missing the best market days (or the worst!) might affect your portfolio.