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When Do You Need a Financial Advisor?

Adam Ludwig, Owner/Wealth Advisor This is a case of the “when” being the “why,” so let’s knock out two birds with one overachieving boulder. On a runway. When you’re ramping up for one of the biggest life changes—retirement—you’ll definitely benefit from having a financial advisor or suffer from the lack of one. Whereas you’ll retire…

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Should you give your child an early inheritance?

Chris Perry, Wealth Advisor 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 that I help set in motion with my clients will extend well beyond just the individuals I meet with. The majority…

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Can your 401(k) affect your Social Security?

Kirk Pearson, Wealth Advisor 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 40 years at the same job, hang it up at age 65 and spend the remainder of your days collecting from…

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Investing In Education: A Teacher’s Guide to Retirement

Dan Leonard, Lead Planning and Trading Associate “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. We all stared. Her eyes twinkled. Henry shrieked and pointed at her. “That’s because tomorrow is winter break,…

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The Effects Of Upcoming Tax Legislation On Your Retirement

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, and the specifics are somewhat murky, one thing is clear about the collection of pending tax legislation: These potential changes will more than likely have…

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Tips For Post-Pandemic Spending

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 of other things have changed in the past year, so why not? The pandemic didn’t just force us into our homes, it also changed many…

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6 Things A Financial Advisor Can Do For You

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?” The…

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