Captain’s Log

September 2023 Blog Newsletter

September 26, 2023

September Captain’s Log Reflect On Your 2023 Financial Goals As we approach the last quarter of 2023 let’s not be complacent in managing our personal finances! Let’s continue to be good stewards of the money we have each been trusted to manage. My wife and I have had conversations recently while revisiting our budget and…

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1st Quarter 2023 Newsletter

January 2, 2023

Optimism And Pessimism Require The Same Amount Of Energy. Choose Wisely It’s the time of year when I traditionally write an article about goal setting and how to make this…

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Wealth Transfer: Shifting Assets Through Beneficiaries, Trusts, Succession Planning And The Tax Implications.

December 15, 2022

Parents are masterful at assessing the potential consequences associated with giving a gift. Gifting your child a baseball bat increases the likelihood of a broken window, gifting a child a…

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Ramifications of taking out a loan against your 401k

November 28, 2022

Taking a loan against your 401k plan may feel like a safe option in situations of financial need. A loan against your 401k is not a traditional loan in the…

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How to perform as an executor and the things to be aware of

November 18, 2022

If you have been asked to serve as an executor of an estate or, worse, were surprised with the honor of being an executor, here are five things to consider…

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DOL Law Updates; Why We’re Asking More Questions

October 17, 2022

Anchor Wealth helps clients create comprehensive financial plans. A comprehensive financial plan considers all the areas of our client’s financial life, the past, present, and future. To create a plan…

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Anchor Wealth’s Company Values Explained

October 12, 2022

I started Anchor Wealth Management as a way to fulfill my personal mission. I have two drivers that have motivated my career. I want to help people succeed and I…

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4th Quarter 2022 Newsletter

October 3, 2022

Financial Planning In Times Of Uncertainty In 2020, the word unprecedented was thrown around like confetti. It found its way into everything. Two years later, a different kind of ‘un’…

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What Happens to My Financial Plan After a Divorce?

August 23, 2022

If you and your spouse have come to the conclusion that divorce is your only path forward there are some practical steps that you can take to make sure that…

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Avoid the College Credit Card Trap

August 23, 2022

College is a formative time in the lives of those who choose that path. For many, it is their first taste of life away from their parents and their first…

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Gifting Change For Calendar Year 2022

August 4, 2022

Cue David Bowie’s 1972 hit song, Changes. You are probably familiar with the opening lyric of the chorus; “Ch-ch-ch-changes.” You may not be familiar with the rest of the lyrics…

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My Parents Are Aging, What Should I Be Doing?

July 21, 2022

Do you remember the choose your own adventure books we read as kids? In the stories, the protagonist would face a choice and you as the reader would make that…

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3rd Quarter 2022 Newsletter

July 20, 2022

In The Journey, In The Destination, We Are Anchored The previous two years have provided plenty of newsletter topics as our office has helped countless clients navigate financial questions brought…

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