Author Archives: Erik Carter

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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

5 Reasons to Contribute to a Roth IRA in the Next 5 Days

Tweet April 15th is just a few days away and while most people think of it as tax day, it’s also the deadline to contribute up to $5,500 (or $6,500 if you’re over age 5o or over) to a Roth … Continue reading

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Posted in Financial Planning, The Maverick | Tagged , , , , , , | Leave a comment

My New $200 Computer

As always, the key is to understand all of your options so you can pick the one that makes the most sense for you. Continue reading

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Posted in Money Saving Ideas, The Maverick | Tagged , , , , , | Leave a comment

Yes, Bonds Are a Lousy Investment Right Now

For these reasons, I don’t invest in bonds (except for some bonds in a couple of my mutual funds that are expected by the fund managers to have “equity-like returns”). Continue reading

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Posted in Advanced Investing, The Maverick | Tagged , , , , , | Leave a comment

How Much Should You Put Down On a Home?

You have to find your personal “Goldilocks” number: not too much, not too little, but just right. Continue reading

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Posted in Buying a Home, The Maverick | Tagged , , , , , | Leave a comment

How Not To Prioritize Your Financial Goals

In this article, Learnvest provides some guidelines as to how to budget and prioritize your financial goals. Continue reading

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You Got Insurance, Don’t You?

Here are some tips to make sure you’re protected without overpaying: Continue reading

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Posted in Real Estate, The Maverick | Tagged , , , , , | Leave a comment

How Real Estate Investors Can Take Advantage Of Any Economic Scenario

As long as you have positive cash flow, good tenants and property management, a fixed rate mortgage, and emergency cash reserves, you should be okay regardless of what the economy does. Continue reading

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Posted in Basic Investing, The Maverick | Tagged , , , , , | Leave a comment

What to Look For In an Investment Property

Here are some things I looked for in purchasing my first rental property: Continue reading

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Posted in Buying a Home, The Maverick | Tagged , , , , , | Leave a comment

The Challenges of Real Estate Investing

Here are some of the challenges would-be real estate investors will face: Continue reading

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