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What Happens to My Financial Plan After a Divorce?

Shane Stuart, Financial Advisor If you and your spouse have come to the conclusion that divorce is your only path forward there are some practical steps that you can take to make sure that the assets that are now held together are legally retained by the right individuals.   Build a Team of Professionals  Divorce is…

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Avoid the College Credit Card Trap

Dan Leonard, Lead Planning and Trading Associate College is a formative time in the lives of those who choose that path. For many, it is their first taste of life away from their parents and their first experience of true autonomy. After four years, most college graduates would tell you that the lessons outside of…

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Stay The Course During Market Volatility

Michelle Boisvert, AFIM, Sr. Wealth Advisor Miss Mary Mack Mack Mack. All dressed in black black black. With silver buttons buttons buttons All down her back back back. If you finished this rhyme in your head then you probably spent a lot of your childhood recesses like me, in the double Dutch line. These little…

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My Parents Are Aging, What Should I Be Doing?

Jared Arthur Clay, Attorney, Reno & Zahm Do you remember the choose your own adventure books we read as kids? In the stories, the protagonist would face a choice and you as the reader would make that decision for them and read on to see how it affected the outcome. Does the knight battle the…

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Gifting Change For Calendar Year 2022

Chris Perry, CFP®, CTFA, Wealth Advisor Cue David Bowie’s 1972 hit song, Changes. You are probably familiar with the opening lyric of the chorus; “Ch-ch-ch-changes.” You may not be familiar with the rest of the lyrics and that’s perfectly fine because they don’t make a lot of sense and they are in no way relevant…

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5 Things to Know About Long-Term Care

Adam Ludwig, CEO/Wealth Advisor Talking about your retirement can be a fun endeavor. It’s a time to think about what life can look like when you have the freedom to do whatever you want. Because it should be a time to dream, there is a topic that people like to avoid during their retirement planning.…

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What Does a Financial Advisor Do?

Michelle Boisvert, Sr. Wealth Advisor Financial markets can be filled with uncertainty and doubt. This can make financial planning an overwhelming task; however, with the guidance of a trusted financial advisor, you can navigate the uncertainty and bring planning to your financial journey. Anchor Wealth advisors seek a complete understanding of your financial goals in…

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9 Steps to Creating a Solid Financial Plan

By Adam Ludwig, CEO & Wealth Advisor Does the thought of your financial future leave you uncertain or anxious? Many people feel this way because they do not have a solid financial plan in place. A comprehensive financial plan is a road map that sets you on the path to reaching your life goals. Developing…

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9 Tax Breaks for People Over 50

By Michelle Boisvert, Sr. Wealth Advisor & Chris Perry, Wealth Advisor Tax season is here! As you gather paperwork and collect information for your accountant, look for the tax deductions that apply to you.. Unfortunately, many people miss out on valuable opportunities to create tax efficiencies in their financial plan simply because they do not know…

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Charitable Trusts: Leaving a Legacy

By Kirk Pearson, Jared Clay At the end of your life, what kind of legacy will you leave? Those who are able to share their assets with more than just their loved ones should consider establishing a charitable trust. Anchor Wealth Management’s team of experts can give you the guidance and resources you need to…

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