Carpenter Financial Services Blog
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Founded in 1953 by Samuel C. Carpenter, Carpenter Financial Services originated as a Tax and Accounting firm in downtown Johnstown, Pennsylvania. Recognizing a need for integrated wealth management, they transitioned into a comprehensive financial services firm. Serving primarily Cambria and Somerset County, they assist clients nationwide, bridging the gap between financial services for a..
Carpenter Financial Services Blog
4d ago
May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them. Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness ..read more
Carpenter Financial Services Blog
3w ago
Before You Claim Social Security: A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual ..read more
Carpenter Financial Services Blog
1M ago
Every stage of life brings new challenges and opportunities and planning for the future can be daunting. However, working with a Financial Professional can help you make the most of your current situation and prepare for what lies ahead ..read more
Carpenter Financial Services Blog
1M ago
As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k ..read more
Carpenter Financial Services Blog
3M ago
As of age 62 you may be eligible to claim Social Security benefits. When to begin taking Social Security benefits requires careful consideration and planning, and it is prudent to begin that process early. Below is a quick overview of ..read more
Carpenter Financial Services Blog
3M ago
Congratulations on having a baby – this for sure represents one of the most consequential and life-changing events you may ever experience. There are many emotions to navigate … and then there are also some financial ..read more
Carpenter Financial Services Blog
4M ago
If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. When it comes to your health, Medicare may be an important part of your retirement strategy ..read more
Carpenter Financial Services Blog
4M ago
As we age, the need for long-term care becomes more prevalent, and without proper planning, it can have a significant impact on your financial wellbeing ..read more
Carpenter Financial Services Blog
4M ago
Carpenter Financial Services has been voted The Tribune Democrat's "Simply the Best" Financial Planner in the Greater Johnstown area for 2023. We extend our sincere gratitude to our clients, friends, and partners who voted for us again ..read more
Carpenter Financial Services Blog
4M ago
Global unrest, inflation, energy costs -- it’s understandable that you might be wondering what’s coming next, and how it will impact your financial goals ..read more