Captain’s Log

Spring Cleaning Your Finances: Decluttering and Organizing for a Stronger Year

March 1, 2026

Spring is the season of fresh starts. As you clean out closets, organize your garage, and open windows to let in fresh air, don’t forget one area that could benefit just as much from a reset — your finances. A financial spring cleaning gives you a chance to refocus your strategy, eliminate unnecessary clutter, and…

February 2026 Blog Newsletter

February 25, 2026

Captain’s Log What Does Your Money Need to Do for You in the Next 12 Months? At Anchor Wealth, we believe money is not the goal. It is a tool.…

Philanthropic Giving Strategies: How to Give with Purpose and Impact

February 1, 2026

For many individuals and families, philanthropy is about more than generosity; it’s about making a meaningful, lasting impact. But effective charitable giving doesn’t happen by accident. Like any financial goal,…

January 2026 Blog Newsletter

January 30, 2026

Captain’s Log January 2026 Market Perspective: Volatility Is Normal—Staying the Course Matters As we begin a new year, it’s natural to reflect on market performance and wonder what lies ahead.…

Credit Card Debt Is Your Financial Worst Enemy — Here’s How to Defeat It

January 1, 2026

Credit cards are often marketed as convenience, a simple swipe now, deal with it later. But for many households, that “later” turns into months or even years of payments, interest…

December 2025 Blog Newsletter

December 23, 2025

Captain’s Log Merry Christmas! The team at Anchor Wealth wishes you a very Merry Christmas and a safe, happy New Year! We are deeply grateful for you—our clients. Your trust,…

The Top Three Factors People Miss When Planning for Retirement

December 1, 2025

Most people approach retirement planning with good intentions: you save diligently, invest consistently, try to picture what life will look like after your working years. But even the most thoughtful…

November 2025 Blog Newsletter

November 25, 2025

Captain’s Log Why Doing Less Often Leads to More: The Hidden Cost of Constant Trading There is an old saying in investing: “Portfolios are like a bar of soap—the more…

Smart Ways to Save Before Christmas

November 1, 2025

The holidays have a way of sneaking up on us. One minute it’s pumpkin spice season, and the next you’re wondering how your Christmas budget disappeared faster than the last…

October 2025 Blog Newsletter

October 25, 2025

Captain’s Log Staying Calm During the Government Shutdown As I write this, the government has been shut down for nine days and counting. The Kalshi betting markets currently estimate it…

Three Tips to Mastering the Art of Debt-Free Living

October 1, 2025

Picture this: you’ve just been paid, and before the weekend is over, your paycheck feels like it’s already gone. Credit card bills, car payments, subscriptions, eating out — it can…

September 2025 Blog Newsletter

September 25, 2025

Captain’s Log A Smart Move at Age 59½ Did you know that once you turn 59½, most retirement plans allow you to take what’s called an in-service distribution? In plain…

Help Your Child Plan for College Without Debt

September 1, 2025

College is one of the biggest milestones for many students and their families and one of the biggest expenses, too. With tuition costs climbing every year, it is easy to…