October Captain’s Log NOW Is The Time To Share Anchor Wealth Management With Friends And Family! Read the headlines. United Auto Workers strike, nurses strike in Joliet, IL at Ascension St. Joseph Hospital, student loan payments restarted on October 1st, 30-year mortgage rates are almost 8%, and finally the political theater that is Congress. I…
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Open Enrollment is an annual period that carries substantial weight in the realm of personal finance and healthcare. During this time, individuals can make critical decisions that impact their financial health for the entire year. Discover tips below on what factors to consider, how to make the most of the open enrollment opportunity and how…
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Retirement can be an exciting yet daunting prospect. It’s a time to reap the rewards of your hard work and enjoy life to the fullest. However, the thought of retirement can also be intimidating, especially if you feel unprepared. If you’re planning to retire in 2024, there’s no need to be spooked. By taking proactive…
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September Captain’s Log Reflect On Your 2023 Financial Goals As we approach the last quarter of 2023 let’s not be complacent in managing our personal finances! Let’s continue to be good stewards of the money we have each been trusted to manage. My wife and I have had conversations recently while revisiting our budget and…
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Traditionally, September’s fall weather brings with it a fall in the stock market. The reasoning behind this notion is often attributed to various factors, including investors returning from summer vacations and reevaluating their portfolios, as well as corporations releasing earnings reports that might not meet expectations. In addition, some infamous historical market crashes, such as…
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August 2023 Blog Newsletter August Captain’s Log College Planning for Illinois Residents Everyone is in the mindset of going back to school! The process of getting school supplies, working out childcare, pick up and drop offs, to lunches! It is a busy time of the year. There are a lot of moving parts. Parents may…
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One of the most rewarding parts of my work as a financial advisor is watching people go from uncertainty about their future to confidence in their future. In the transformation, they go from reluctant goal chooser to relentless goal chaser. The confidence that comes from having a plan in place often leads to new, bigger…
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You can always tell when it’s tax season. For me, it’s the notable change in advertising messages that go out. Retailers begin asking consumers to consider making a large purchase using the large sum of money they just came into. Receiving a large refund is celebrated as if it’s a holiday event and retailers are…
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Parenthood is hard! But that truth makes grandparenting a joy for so many. I’ve heard many grandparents in my office talk about the joys of being a grandparent, while citing the reality that you get to have all of the fun without the same amount of responsibility! But for more than 3 million grandparents in…
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If you’re a small business owner and you don’t have an employee retirement plan, the clock is ticking… Effective November 1, 2023, Illinois will require employers with 5-15 employees to have retirement plans as part of the Illinois Secure Choice Savings Program Act. If you missed the deadline for companies with 16-24 and 25+ employees,…
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