Captain’s Log

The SECURE 2.0 Act: Everything You Need to Know and How It Impacts You

June 1, 2024

Did you know more than 4 out of 10 Americans aren’t saving for retirement, and more than half of Americans feel like they aren’t meeting their retirement goals? The world of retirement planning is ever-evolving, and staying informed about legislative changes is crucial to securing your financial future. The SECURE 2.0 Act is a significant…

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May 2024 Blog Newsletter

May 24, 2024

May Captain’s Log What Is Your Financial Independence Number? Do you know your Financial Independence Number (FIN)? Recently, I was listening to a podcast, and it was suggested that 99%…

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April 2024 Blog Newsletter

April 25, 2024

April Captain’s Log How Much Should Someone Keep In A Money Market Or CD? We’ve all heard the analogy “cash is king!” If you’re still working and earning a living…

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Navigating Financial Milestones Across the Decades

April 1, 2024

Whether you’re just starting out in your 20’s and 30’s or basking in the retirement glow of your 60’s and 70’s, Anchor Wealth Management is here to provide insight and…

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March 2024 Blog Newsletter

March 25, 2024

March Captain’s Log Unlocking Investing Success: The Power Of Diversification And Staying The Course Investors, especially do-it-yourself investors, often grapple with the impulse to chase after the latest shiny investment…

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Interest Rates: What Does 2024 Look Like if You’re Planning a Large Expense

March 15, 2024

Are you gearing up to purchase your first home? Buy a new car? Have another large expense on the horizon? Whatever your game plans, the key to successful financial planning…

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Man in suit notebook with tax forms

February 2024 Blog Newsletter

February 27, 2024

February Captain’s Log Mitigating Federal And State Estate Taxes Through Proper Planning And Communication An initiative at Anchor Wealth in 2024 is to have proactive conversations with our clients who…

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January 2024 Blog Newsletter

February 27, 2024

January Captain’s Log Building A Purposeful Financial Journey With Clients Happy New Year! Anchor Wealth Management had an incredible 2023, exceeding expectations and building meaningful connections with clients. My vision…

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Fincial advisor with clients

How Much Money Do You Need to Work With a Financial Advisor?

February 8, 2024

Effectively managing your money helps pave the way for a secure retirement and many financial advisors would say that process should begin when you start earning your first paycheck. But…

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How to Crush a No Spend Month

January 3, 2024

For many people, January ’tis the season for paying off holiday bills. In a world that constantly bombards us with advertisements and temptations to spend, the idea of a “No…

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December 2023 Blog Newsletter

December 28, 2023

December Captain’s Log A Peak Ahead To 2024 What does history tell us about the performance of the S&P 500 during U.S. Presidential Election Years? One common narrative floating around…

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5 Simple Habits of the Average Millionaire

December 5, 2023

Who doesn’t dream of being a millionaire? The allure of financial freedom and the ability to live life on your own terms is something we all aspire to achieve. At…

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Anchor Wealth Management November 2023 Blog Newsletter

November 30, 2023

November Captain’s Log Heartfelt Thanksgiving Gratitude From The Team At Anchor Wealth Management As Thanksgiving approaches, I find myself reflecting on the gratitude we feel for the incredible clients who…

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