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 Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what...
09/17/2026

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what you might want to revisit when it comes to life insurance.

Swipe through this month's quiz to test your knowledge and pick up a few facts along the way!

If you have questions about life insurance or want to talk through your coverage options, do not hesitate to reach out. We are here to help.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

National 401(k) Day is a great time to highlight that 401(k)s remain one of the most common retirement savings tools in ...
09/11/2026

National 401(k) Day is a great time to highlight that 401(k)s remain one of the most common retirement savings tools in the country, helping millions of Americans build toward financial independence over time. Swipe to learn more about why they remain such an important part of retirement planning.

If you’d like to review your current retirement strategy or discuss whether your investments are still aligned with your goals, feel free to reach out anytime. We are here to help.

There is something about September that naturally signals a fresh start. As summer winds down and routines fall back int...
09/09/2026

There is something about September that naturally signals a fresh start. As summer winds down and routines fall back into place, it’s the perfect time to reset, refocus, and recommit to feeling our best.

And for many of us, that includes getting back into an exercise routine. But this is where people tend to fall into two very different camps: morning or afternoon workouts.

🌅 Vote morning workout
🌙 Vote evening workout

Both have loyal fans and get the job done, but we want to know which one works best for you.

Drop your vote in the comments and let us know what team you’re on. We are excited to see which side wins this month!

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, r...
09/07/2026

We wish each of you a wonderful Labor Day! During this annual celebration of hard work, may you enjoy a well-deserved, restful break.

Please note that our office will be closed on Monday, September 7th, in observance of the holiday, and will reopen on Tuesday, September 8th.

As we settle into September and the rhythms of a new season, it is a natural time to step back and ask a bigger question...
09/04/2026

As we settle into September and the rhythms of a new season, it is a natural time to step back and ask a bigger question: What are we actually building toward?

For many business owners, the first answer that comes to mind is success. But Albert Einstein's perspective challenges us to go a little deeper. Success, he suggests, is not the goal itself. It tends to follow when we focus on something more meaningful: the value we create for others.

As you move through this month, we would love to hear from you: In your business or your work, what is one way you are focused on creating real value for the people you serve? Share it in the comments. We would love to hear your perspective!

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/

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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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