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5 Things to Know About Long-Term Care

Adam Ludwig, CEO/Wealth Advisor Talking about your retirement can be a fun endeavor. It’s a time to think about what life can look like when you have the freedom to do whatever you want. Because it should be a time to dream, there is a topic that people like to avoid during their retirement planning.…

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What Does a Financial Advisor Do?

Michelle Boisvert, Sr. Wealth Advisor Financial markets can be filled with uncertainty and doubt. This can make financial planning an overwhelming task; however, with the guidance of a trusted financial advisor, you can navigate the uncertainty and bring planning to your financial journey. Anchor Wealth advisors seek a complete understanding of your financial goals in…

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9 Steps to Creating a Solid Financial Plan

By Adam Ludwig, CEO & Wealth Advisor Does the thought of your financial future leave you uncertain or anxious? Many people feel this way because they do not have a solid financial plan in place. A comprehensive financial plan is a road map that sets you on the path to reaching your life goals. Developing…

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9 Tax Breaks for People Over 50

By Michelle Boisvert, Sr. Wealth Advisor & Chris Perry, Wealth Advisor 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 opportunities to create tax efficiencies in their financial plan simply because they do not know…

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Charitable Trusts: Leaving a Legacy

By Kirk Pearson, Jared Clay 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 establishing a charitable trust. Anchor Wealth Management’s team of experts can give you the guidance and resources you need to…

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Tips for Traveling with a Debit Card: Prevent Post-Vacation Financial Woes

By Katie Ludwig, Chris DeSchepper, Adam Ludwig 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 with large sums of cash isn’t always safe or practical, making the envelope strategy difficult to employ. Using…

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Estate Planning: How to Transfer Property

Kirk Pearson, Wealth Advisor 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 will partner with your attorney to prevent your beneficiaries from dealing with unnecessary taxes and disputes among beneficiaries. We will ensure…

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Life Insurance Options: The Path to being Self-Insured

Rianna Caswell, Wealth Advisor 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 control, but what you can take control of is how you provide for your loved ones when you are gone. Having…

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What is comprehensive financial planning

Adam Ludwig, CEO/Wealth Advisor 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 outlook affects results.  When a new client meets with one of our advisors, they are often struck by how little we…

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Simple Steps To Setting Financial Goals

Chris Perry, Wealth Advisor 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 unfolds, it becomes easy to slip back into old habits. This is especially true for financial resolutions. If you have big…

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