Caps are flying, cameras are flashing—and just like that, your student is stepping into a whole new world. Whether they’re packing for a dorm or prepping for their first full-time job, graduation isn’t just a celebration; it’s a launchpad. This is the perfect time to start real-world money conversations. Here are some key financial topics…
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Captain’s Log Turning Challenges into Opportunities: How to Invest Strategically Amid Tariffs and Market Volatility If you’ve been watching the headlines lately, you’ve probably noticed the word tariffs popping up more and more. And every time it does, the market seems to react—sometimes sharply. It’s enough to make even seasoned investors a little uneasy. But…
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Let’s face it: life doesn’t follow the same script for everyone. Some people want a house full of kids; others dream of early retirement and world travel. Some are supporting aging parents, while others are figuring out how to pay off student loans or start a business. And that’s exactly why your financial plan should…
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Captain’s Log The Hidden Cost of Cash: How Inflation Erodes Your Purchasing Power At Anchor Wealth, we encourage our clients to maintain cash savings at their banks for emergency funds, sinking funds, and large expenses expected within the next 12 months. Recommended Cash Allocations: Emergency Fund – Maintain 3 to 6 months of living expenses.…
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Life has a way of throwing curveballs when we least expect them. Whether it’s an unexpected medical expense, job loss, or a sudden change in family dynamics, being financially prepared can make all the difference. No one can predict when a financial emergency might arise, but having a plan in place ensures you’re ready to…
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December Captain’s Log Merry Christmas! The team at Anchor Wealth wishes you a very Merry Christmas and a safe,happy New Year! We are deeply grateful to serve each of you—our clientsare the reason we do what we do. As the year comes to a close, take a moment to reflect on the successes of2024 and…
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When it comes to financial stability, many of us feel like we’re swimming upstream. Mounting bills, unexpected expenses, and the overwhelming world of financial planning can leave even the most organized individuals feeling stressed. But financial peace is achievable—it just takes a plan and the right mindset. One of the most effective tools to help…
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With Thanksgiving and Christmas right around the corner, the season of giving is here! It’s a special time to give back to your community in meaningful ways. With a little planning, you can make your donations go even further without overextending yourself. Here are five tips to help you make the most of your holiday…
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October Captain’s Log November 5th is Only a Few Weeks Away As the Presidential Election approaches, it’s no surprise that it’s top of mind for our clients and dominating the news. With November 5th just around the corner, I’d like to remind our readers that this is the third time in the past 12 months…
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As fall approaches, so does open enrollment season—a critical time for employees to review and make important decisions and updates about their benefits. Most companies start open enrollment on November 1st, so now is the time to get organized and make sure you’re prepared. Review Your Current Benefits Before considering new options, take a thorough…
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