Author Archives: Erik Carter

avatar

About Erik Carter

JD, CFP®

Erik Carter is a Senior Resident Financial Planner at Financial Finesse and leads our social media team. He also contributes to our curriculum and is a member of our Think Tank, specializing in research and content regarding generational issues.

Erik’s experience in financial planning and wealth management ranges from running a branch office for one of the largest brokerage firms in the country, to advising members of Congress as a financial adviser on Capitol Hill, to serving as a vice president in the private client division of a major brokerage firm in Manhattan. He earned a B.A. in Economics with honors from NYU and a law degree on a full academic scholarship from the University of San Diego, where he focused on tax and estate planning.

Favorite financial blog: EarlyRetirementExtreme.com

Fun fact: He hasn’t owned a tv for the past several years (and never missed it).

Favorite Quote: "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." – Warren Buffett

Simple Ways to Save Money and Lose Weight at the Same Time

These steps have saved me some money and probably helped me lose a few pounds too. Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Money Saving Ideas, The Maverick | Tagged , , , , , | Leave a comment

What to Do When Your Pension is Terminated

So let’s look at the pros and cons of some common options. Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Retirement Planning, The Maverick | Tagged , , , , , | Leave a comment

8 Steps to Improve Your Credit Score

Having a good credit score doesn’t have to be difficult. Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Financial Wellness, The Maverick | Tagged , , , , , | Leave a comment

3 Alternatives to Borrowing From Your 401(k)

Here are three alternatives along with their pros and cons relative to a 401(k) loan and a couple of sites you can use to find them: Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Financial Planning, The Maverick | Tagged , , , , , | Leave a comment

Should You Borrow From Your 401(K)?

So when does it make sense? Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Financial Planning, The Maverick | Tagged , , , , , | Leave a comment

Be an Owner Rather Than a Loaner in Retirement

Rather than to low-interest bonds and cash, why not shift towards high-yielding dividend stocks and real estate? Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Retirement Planning, The Maverick | Tagged , , , , , | Leave a comment

Can You Beat the Market…With Index Funds?

Whether the benefits outweigh the costs in the long run is yet to be seen but they can be a lower cost way of trying to outperform the traditional indexes. Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, The Maverick | Tagged , , , , , | Leave a comment

Not All Index Funds Are Created Equal

What should you look for in choosing an index fund? Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Basic Investing, The Maverick | Tagged , , , , , | Leave a comment

Why I Rent

One of the things that probably most surprises people about me as a financial planner is that I rent. Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Buying a Home, The Maverick | Tagged , , , , , | Leave a comment

How Buying Clothing is Like Investing

If you can be a savvy shopper, you can certainly be a savvy investor too. Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Basic Investing, The Maverick | Tagged , , , , , | Leave a comment