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…

Financial Advice for Recent College Graduates

June 10, 2021

We’ve heard the jokes about searching for work after college in this day and age. The job postings read something along the lines of:  Entry-level position  Minimum 7 years of…

What is a Bear Market and Should I Be Worried When It Happens?

February 13, 2021

When you turn on the news, you’ll hear a lot of investment talk. Frequently they use terms and jargon that they assume the person watching understands. Unless you are watching…

How to Talk to Your Parents About Estate Planning

December 29, 2020

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

December 1, 2020

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?

November 9, 2020

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

October 26, 2020

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

October 7, 2020

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

August 20, 2020

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

July 26, 2020

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

June 20, 2020

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)

June 5, 2020

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

May 21, 2020

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,…