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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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You Need An Emergency Fund. Here’s Why.

Adam Ludwig, CEO/Wealth Advisor 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 core, we are both interested in helping those we serve prepare for a moment that hopefully will never happen. But while…

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What To Do With Your 401(k) Once You Retire

Michelle Boisvert, AFIM, Sr. Wealth Advisor 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 reason a financial planner can be helpful—is the actual act of retirement. There is a window, ideally at least…

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Retirement Planning by Age: A Decade by Decade Guide

Adam Ludwig, CEO / Wealth Advisor 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 continues to influence you today. When we are young, we internalize the words of the older mentors in our…

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0% interest offers on big purchases (cars furniture etc)/credit cards

Rianna Caswell, Wealth Advisor and Shane Stuart, Wealth Advisor 0% interest on financing means free money! Or does it? I saw a motivational coffee mug the other day that read “Don’t settle for good enough.” As the mug sat there on the shelf like a ceramic John Maxwell, it struck me how important this message…

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Why You Need an Estate Plan

Jared Arthur Clay, Attorney at Reno & Zahm LLP https://www.renozahm.com/staff-profiles/jared-arthur-clay/&sa=D&source=editors&ust=1633640745385000&usg=AOvVaw3f6Y_8EEFHomdt7ExPDEJb Don’t let the fancy name fool you. An estate sale is just a whole-house yard sale. No need to wear a suit and tie and carry a numbered paddleboard for bids. Roll out of bed, waltz in, and plunk down a few bucks for a…

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7 Reasons Why You Need a Budget

Rianna Caswell, Wealth Advisor Throughout the previous two tumultuous years, there have been ups and downs, and not just in the markets. Everyone has felt an impact of the pandemic whether physically, mentally, or financially. Though the impact was different for everyone, the reaction was the same. We all sought to gain control of our…

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