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…

First Things First: How To Build Your Emergency Savings

May 5, 2020

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

October 22, 2019

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…

Comparing Term and Whole Life Insurance

May 2, 2019

For something that’s so important, it’s hard to imagine why insurance can be so complicated, especially when it comes to life insurance. The general idea of insurance is to provide…

How Parents Can Save For Their Kid’s Education

May 2, 2019

If you’re a parent looking to plan for your child’s future education, the sooner you can start, the better. With rising tuition rates and plenty of other unpredictable costs, it’s…

What Is Financial Planning and Forecasting?

May 2, 2019

Financial planning and forecasting are a key part of any person’s life. From a very young age, we’re taught that money doesn’t grow on trees and that it’s a finite…

Which Type Of Investment Is Right For You?

May 2, 2019

Investing is something that we all do whether we realize it or not. When we attend college or some other type of higher education, we’re not only investing money but…

Financial Planning In Lanark: Start With These Three Basics

March 19, 2018

INVESTMENTS LANARK Wealth management is an important part of life, both now and in planning for the future. For some, financial planning begins with their first high school job. Others…

Most Common Retirement Planning Concerns and How to Address Them

March 13, 2018

FINANCIAL PLANNING LANARK Retirement can be one of the most enjoyable stages in your life. You work hard throughout your career so you can eventually live your life without the…

The Basics of Life Insurance

February 23, 2018

Life insurance is a contract between a person and an insurance company. It can be a contract for a certain amount of time or one that lasts permanently. The temporary-esque…