At the end of your life, what kind of legacy will you leave? Those who are able to share their assets with more than just their loved ones should consider establishing a charitable trust. Anchor Wealth Management’s team of experts can give you the guidance and resources you need to ensure your legacy of giving…
Read More
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 talk about the minute…
Read More
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 surfboard, a paperweight shaped like a chicken, and 17…
Read More
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 lives in the areas…
Read More
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 once, we’ve helped more…
Read More
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 of investors I meet…
Read More
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 the combination of your…
Read More
“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, and we won’t be coming back until…
Read More
It can seem weird when, as a child, you are advising your parents. However, as your parents age, they come to depend upon you more to help them with things such as shoveling the driveway, picking up their prescription medications, and more. One topic that you might have to broach with your parents is estate…
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 restaurants who…
Read More- « Previous
- 1
- 2
- 3
- 4
- Next »