December 2025 Blog Newsletter
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,…
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The Top Three Factors People Miss When Planning for Retirement
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…
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November 2025 Blog Newsletter
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…
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Smart Ways to Save Before Christmas
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…
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October 2025 Blog Newsletter
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…
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Three Tips to Mastering the Art of Debt-Free Living
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…
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September 2025 Blog Newsletter
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…
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Help Your Child Plan for College Without Debt
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…
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August 2025 Blog Newsletter
Captain’s Log Start Investing Your Excess Savings Begin investing your excess savings—cash, CDs, and money markets—that exceed your 3–6 months of living expenses and any large purchases you anticipate over…
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5 Ways to Save for Retirement That You May Have Missed
As we get older, it’s easy to look back and see where we could have made smarter financial choices, especially when it comes to retirement. Maybe you didn’t take full…
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July 2025 Blog Newsletter
Captain’s Log How the “Big Beautiful Bill” Affects Your Financial Plan On July 4, 2025, the federal government passed the One Big Beautiful Bill Act—a sweeping new law that…
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2025 Halftime Check-Up—See Where Your Money Stands
As we hit the halfway mark in 2025, now is a great time to pause and assess your financial progress. Whether or not you’ve met with your advisor recently, this…
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