Captain’s Log

Late-Stage College Planning: How to Help Your Child Without Putting Retirement on Hold

September 1, 2026

For parents of high school students, college planning can bring a mix of excitement and financial anxiety. As acceptance letters, campus visits, and tuition estimates enter the conversation, one question often becomes difficult to ignore: How much can we afford to help without putting our own financial future at risk? It’s a balancing act. You…

August 2026 Blog Newsletter

August 31, 2026

Captain’s Log When Headlines Change: Keeping Your Financial Plan in Focus Recent headlines about inflation, interest rates, trade policy, and global events can create understandable concern. When markets move, it…

The Educator’s Guide to Retirement: Understanding Your State Pension and Planning Beyond It

August 1, 2026

For Illinois educators, a pension is one of the most valuable retirement benefits you’ll ever receive. But despite its importance, many teachers and school administrators don’t fully understand how it…

July 2026 Blog Newsletter

July 31, 2026

Captain’s Log History Teaches About Long-Term Investing As the United States approaches its 250th anniversary, it is a good moment to step back and remember that progress has never come…

The Anchored Life: How Our Core Values Shape Your Financial Future

July 1, 2026

When choosing a financial advisor, most people focus on services, investment strategies, and performance. While those things certainly matter, they don’t tell the whole story. At Anchor Wealth Management, our…

June 2026 Blog Newsletter

June 30, 2026

Captain’s Log UTMA Accounts vs. Trump Accounts: What Families Should Know For families who want to save and invest for a child or grandchild, UTMA accounts and Trump Accounts can…

How to Vacation on a Budget (Without Sacrificing the Fun)

June 1, 2026

Vacation should be something you look forward to — not something you’re still paying off months later. With a little planning and intentional spending, you can enjoy a memorable trip…

May 2026 Blog Newsletter

May 30, 2026

Captain’s Log Chasing Shiny Objects – Why Discipline Outperforms Hype In the high-stakes theater of modern investing, the “bright shiny object” (revolutionary AI startup, the explosive meme stock, or the…

Who Should Inherit Your Wealth? Planning Ahead to Protect Your Family and Your Legacy

May 1, 2026

Deciding who should inherit your wealth isn’t just a financial decision — it’s a deeply personal one. And while many people assume their intentions will be carried out without issue,…

April 2026 Blog Newsletter

April 30, 2026

Captain’s Log Why Working with Multiple Advisors May Be Costing You More Than You Think It’s not uncommon for us to meet families who have assets spread across two or…

Tax Day Strategies: Last-Minute Tips for Filers

April 1, 2026

If you’re just getting started on your taxes in April, the honest answer is: you’re late. But you’re not out of options. While many of the best tax strategies require…

March 2026 Blog Newsletter

March 30, 2026

Captain’s Log Are CDs Really “Safe” Right Now? Interest rates are beginning to drop — and CD rates are already falling. In some cases, banks lowered CD yields before the…

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…