Newsletter
August 2024 Blog Newsletter
August Captain’s Log Make Sure to Enjoy the Road to Financial Independence I have been blessed to have thousands of different conversations with my clients about the purpose of their money over the last nearly 20 years. All of the answers from clients to a question such as, “What is important about money to you?”…
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July Captain’s Log Gratitude! As we near the end of July, I can’t help but marvel at how quickly time passes and how much we’ve accomplished. On behalf of all the team members at Anchor Wealth Management, I want to extend a heartfelt thank you. The momentum we’ve built is truly inspiring, with our team…
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June Captain’s Log Wealth Management in an Election Year One of my favorite holidays of the year, second only to Christmas, is July 4th! It’s a time to remember all those who came before us and the sacrifices that have been made. It’s a time to appreciate that we are free and live in the…
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February Captain’s Log Mitigating Federal And State Estate Taxes Through Proper Planning And Communication An initiative at Anchor Wealth in 2024 is to have proactive conversations with our clients who may be affected by estate taxes upon their passing. Often, clients are unaware that certain states impose estate or inheritance taxes in addition to federal…
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January Captain’s Log Building A Purposeful Financial Journey With Clients Happy New Year! Anchor Wealth Management had an incredible 2023, exceeding expectations and building meaningful connections with clients. My vision for 2024 is inspiring—helping clients better understand the purpose of their money and aligning it with their unique goals and aspirations. The approach of asking…
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October Captain’s Log NOW Is The Time To Share Anchor Wealth Management With Friends And Family! Read the headlines. United Auto Workers strike, nurses strike in Joliet, IL at Ascension St. Joseph Hospital, student loan payments restarted on October 1st, 30-year mortgage rates are almost 8%, and finally the political theater that is Congress. I…
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September Captain’s Log Reflect On Your 2023 Financial Goals As we approach the last quarter of 2023 let’s not be complacent in managing our personal finances! Let’s continue to be good stewards of the money we have each been trusted to manage. My wife and I have had conversations recently while revisiting our budget and…
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August 2023 Blog Newsletter August Captain’s Log College Planning for Illinois Residents Everyone is in the mindset of going back to school! The process of getting school supplies, working out childcare, pick up and drop offs, to lunches! It is a busy time of the year. There are a lot of moving parts. Parents may…
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July’s Captain’s Log A growing trend in our industry is that more and more people are having their wealth professionally managed! A Registered Investment Advisor (RIA) is a firm that is regulated by the Securities and Exchange Commission and specializes in giving financial advice and managing investments. At the end of 2020, RIA’s managed a…
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SECURE 2.0 Brings A Little Confusion And A Lot of Opportunity In the twilight of 2022, while you were doing some last-second Christmas shopping and loosely starting to form your New Year’s resolutions, Congress passed the largest piece of retirement legislation since 2006. The Secure Act 2.0 brought about 92 separate provisions that each affect…
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