9 Tax Breaks for People Over 50
Tax season is here! As you gather paperwork and collect information for your accountant, look for the tax deductions that apply to you.. Unfortunately, many people miss out on valuable…
2nd Quarter 2022 Newsletter
I’m Self Employed and I Don’t Know What To Do For Retirement Plans Being self-employed comes with so many great freedoms and rewards. There is nothing like the rush of…
Charitable Trusts: Leaving a Legacy
At the end of your life, what kind of legacy will you leave? Those who are able to share their assets with more than just their loved ones should consider…
Tips for Traveling with a Debit Card: Prevent Post-Vacation Financial Woes
Nobody wants to spend their hard-earned vacation stressing about every single purchase. But coming home over budget can cause you financial headaches long after the tan lines have faded. Traveling…
Estate Planning: How to Transfer Property
Estate planning isn’t just for the mansion owning, yacht club type. Everyone can benefit from having a plan for their estate when they are gone. Our advisors at Anchor Wealth…
Life Insurance Options: The Path to being Self-Insured
No one wants to think about their death, especially young people, but putting off purchasing life insurance can be a costly mistake. Death is inevitable, and largely out of your…
1st Quarter 2022 Newsletter
Starting today, most of the people you know have made a commitment to themselves to start getting healthy. Outside of eating healthy Monday through Thursday only to blow it on…
What is comprehensive financial planning
One of our core values at Anchor Wealth is optimism. We talk about it like this: We strive to instill hope and expectancy into your financial hopes and dreams because…
Simple Steps To Setting Financial Goals
January is traditionally known as the time for new beginnings. We rarely talk about February for what it is—the beginning of the end of new beginnings. As the new year…
You Need An Emergency Fund. Here’s Why.
As a financial advisor, I’ve always thought that there is a lot that I could learn from fire marshals. On the surface, we have very different jobs but at the…
What To Do With Your 401(k) Once You Retire
When we talk about retirement, it exists in one of two contexts; either we are planning for retirement or we are enjoying retirement. The context we don’t talk about—and the…
Retirement Planning by Age: A Decade by Decade Guide
Do you remember the first piece of advice you received regarding money? Chances are you don’t remember the words explicitly but it probably impacted you in some way and likely…