Financial planning is more than just budgeting. Financial planning is determining your short-term and long-term financial goals, including retirement, and making a plan to reach them. When you partner with the financial advisors at Anchor Wealth Management in Rockford or Lanark, we will help you set your financial goals and put a solid financial plan in place to reach them, including retirement planning and college planning. Our mission is to help you be debt-free and move into wealth savings. We want to help you anchor your finances in place so you won’t be subject to the whims of the financial markets. Contact us today for a free consultation!
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 financial advisor can help you get the ball rolling, giving you more time to focus on your business, family, and the things you enjoy. A…Read More
Small business owners are busy people. They are so busy, in fact, running the day-to-day operations of their business and taking care of their employees and customers that they don't realize the passage of time. Nor do they make the time to plan for their personal retirement outside of the business.…Read More
Credit cards have only been around for 100 years. They began innocently enough, with the goal of allowing you to pay for purchases at limited stores without having to have cash. Diners' Club was the first universal credit card that made its appearance in 1950. It gave people the ability to dine at r…Read More
Most of us know that a 401(k) is a type of retirement savings account that is set up and managed by your employer or a firm hired by your employer. Since 401(k)s came into existence in 1978, they have become one of the most popular ways for many Americans to save for retirement. Many employers will …Read More
Here at Anchor Wealth Management, we are proud to be the financial advisory team that you can count on. Some of our clients come to us knowing exactly what they want. Others, though, are unsure what type of financial services they need. We often get the question, “What can you do to help me?” Th…Read More