Carlin Financial Group

Carlin Financial Group We specialize in helping retirees and those transitioning into retirement reduce tax burdens and inc

We specialize in helping retirees and those transitioning into retirement reduce tax burdens and increase income.

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of...
09/02/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility,...
09/01/2026

As wealth grows, financial decisions often become less about simple accumulation and more about maintaining flexibility, supporting long-term goals, and ensuring current spending aligns with the bigger picture. Swipe for key principles for preserving wealth for the future.

If you’d like to discuss your current financial strategy, spending structure, or long-term planning objectives, please contact us. We’re always happy to help.

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matt...
08/28/2026

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matter in the financial world. Each of these three indicators offers a different perspective on pricing trends and the broader economy. Swipe through to learn more.

If you have questions about how inflation or market conditions may impact your financial strategy, our team is here to help. Contact us anytime to start the conversation.

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by stron...
08/26/2026

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by strong friendships. This month, we are sharing a story about five friends whose bond has proven that no matter how much life changes, some connections only grow stronger with time.

Since 1982, John Wardlaw, Mark Rumer-Cleary, Dallas Burney, John Molony, and JD Dickson have been returning to the same cabin on Copco Lake in California to recreate the same photo. The same five friends, the same spot, every five years.

What started as a spontaneous snapshot taken when they were 19 has become a four-decade tradition that neither distance nor time has been able to interrupt. This story serves as a beautiful reminder that strong friendships are built around showing up for one another, year after year, no matter what life brings.

Read the full story here:
https://www.goodnewsnetwork.org/5-friends-take-same-photo-for-over-4-decades/

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings m...
08/25/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.

Private equity continues to attract high-net-worth investors seeking to expand beyond traditional markets, but understan...
08/21/2026

Private equity continues to attract high-net-worth investors seeking to expand beyond traditional markets, but understanding how these investments are structured is key. Swipe through for a closer look at private equity funds and what to expect.

Private equity can be a powerful addition to a well-diversified portfolio when approached strategically. If you are interested in learning how private equity funds may fit into your investment strategy, contact us today.

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus f...
08/19/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

When it comes to investing, “stocks” and “shares” are often used interchangeably, but they actually refer to different a...
08/17/2026

When it comes to investing, “stocks” and “shares” are often used interchangeably, but they actually refer to different aspects of the ownership equation. Swipe through for an overview of their differences.

No matter where you are in your investment journey, understanding the fundamentals can help you make decisions. Contact us today to review your strategy.

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-...
08/13/2026

Building generational wealth is not about a single decision. It is about a series of intentional steps that create long-term financial stability for your family. If leaving a lasting legacy is one of your goals, there are a few fundamental steps to consider. Swipe to learn more.

Building generational wealth takes time, consistency, and thoughtful planning, and you do not have to navigate it alone. Contact us today to start creating a personalized strategy designed for your family’s future.

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important rol...
08/11/2026

When it comes to investing, age is often seen as the primary driver of asset allocation. While it plays an important role, it is only one piece of a much larger picture. A thoughtful asset allocation strategy should reflect not just your age, but your goals, timeline, and comfort with risk. Swipe to learn more.

If you would like to review your current allocation or discuss your investment strategy, contact us today. We are here to help you make informed decisions every step of the way.

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333 E Parkwood Avenue
Friendswood, TX
77546

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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