Captain’s Log

The SECURE 2.0 Act: Everything You Need to Know and How It Impacts You

June 1, 2024

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 of retirement planning is ever-evolving, and staying informed about legislative changes is crucial to securing your financial future. The SECURE 2.0 Act is a significant…

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Should you give your child an early inheritance?

October 8, 2021

One of the things that give me the greatest joy as a financial planner is knowing that the work, I do has a bigger impact. The benefits of the plans…

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Can your 401(k) affect your Social Security?

October 8, 2021

Here’s the truth about retirement planning; it used to be a whole lot easier. There used to be a lot less planning involved. Life generally looked like this: work for…

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Investing In Education: A Teacher’s Guide to Retirement

August 16, 2021

“Class, I have an important announcement.” Ms. Perry paused for effect. “I’m very sorry to tell you that I won’t see you again until next year.” A few kids gasped.…

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The Effects Of Upcoming Tax Legislation On Your Retirement

July 9, 2021

Now that we’ve grabbed your attention and raised your blood pressure with the headline, let us assure you that we have only good news. While there is no formalized plan,…

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Tips For Post-Pandemic Spending

July 9, 2021

When the going gets tough, the tough get cooking from scratch…and paying off debt…and using hand sanitizer. We might have taken some creative liberties with that idiom, but a lot…

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I’m Retired, Now What?

June 10, 2021

People approach retirement age with excitement or fear, and sometimes a mix of both. The promise of free time, rest, travel, and lower stress levels is often coupled with anxiety…

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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…

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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…

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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…

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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…

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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…

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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…

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