How to Talk to Your Parents About Estate Planning
It can seem weird when, as a child, you are advising your parents. However, as your parents age, they come to depend upon you more to help them with things…
Best Tax Savings Investments You Can Make
With tax season right around the corner, some of you may be a bit nervous. While 2020 has definitely been a different kind of year with some great tax breaks…
What is Wealth Management?
What is wealth management? We get this question a lot. After all, our company’s name is Anchor Wealth Management, so it invites the question. Anchor Wealth Management is a financial…
How to Plan for Retirement as a Small Business Owner, Part 2
While retirement may seem like a long way off, it can creep up slowly. It’s best to plan early for retirement, especially as a small business owner. Working with a…
How to Plan for Retirement as a Small Business Owner, Part 1
Small business owners are busy people. They are so busy, in fact, running the day-to-day operations of their business and taking care of their employees and customers that they don’t…
Long-Term Care & Estate Planning
As you get older, you begin to start looking towards retirement and all the things you are going to do when you finally get to retire. With that being said,…
Determining How Much You Need to Retire
We all know we have to save for retirement, and most of us do. The most common ways to save for retirement are 401(k)s, Roth IRAs, or mutual funds. But…
How to Avoid the Credit Card Trap, Part 1
Credit cards have only been around for 100 years. They began innocently enough, with the goal of allowing you to pay for purchases at limited stores without having to have…
Steps to Roll Over a 401(k)
Most of us know that a 401(k) is a type of retirement savings account that is set up and managed by your employer or a firm hired by your employer.…
5 Ways To Work Towards Financial Health
As much as we’d like to ignore finances, it’s an inevitable part of living. That’s because in order to have the things you want in this world: food, clothing, shelter,…
First Things First: How To Build Your Emergency Savings
There are many aspects and components to financial planning, from savings and investments to long-term care and life insurance needs. All of these pieces together form a comprehensive financial plan…
6 Things A Financial Advisor Can Do For You
Here at Anchor Wealth Management, we are proud to be the financial advisory team that you can count on. Some of our clients come to us knowing exactly what they…