August 2024 Blog Newsletter
August Captain’s Log Make Sure to Enjoy the Road to Financial Independence I have been blessed to have thousands of different conversations with my clients about the purpose of their…
End of Summer is a Great Time for a Financial Check-up: Here are the Top 5 Things Retirees Should Review Mid-Year
As summer winds down, it’s the perfect opportunity for retirees to take a step back and revisit their financial goals. Conducting a mid-year financial check-up can allow you to make…
July 2024 Blog Newsletter
July Captain’s Log Gratitude! As we near the end of July, I can’t help but marvel at how quickly time passes and how much we’ve accomplished. On behalf of all…
Celebrate Independence Day by Reaching Your Financial Independence
Independence Day isn’t just about fireworks and barbecues; it’s a celebration of freedom. What better way to honor this day than by taking steps toward your own financial independence? At…
June 2024 Blog Newsletter
June Captain’s Log Wealth Management in an Election Year One of my favorite holidays of the year, second only to Christmas, is July 4th! It’s a time to remember all…
The SECURE 2.0 Act: Everything You Need to Know and How It Impacts You
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…
May 2024 Blog Newsletter
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%…
April 2024 Blog Newsletter
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…
Navigating Financial Milestones Across the Decades
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…
March 2024 Blog Newsletter
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…
Interest Rates: What Does 2024 Look Like if You’re Planning a Large Expense
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…
February 2024 Blog Newsletter
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…