In The Journey, In The Destination, We Are Anchored The previous two years have provided plenty of newsletter topics as our office has helped countless clients navigate financial questions brought about by uncertainty. Two years brought about some big changes in all our lives. But as people begin to emerge from the haze that uncertainty…
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Talking about your retirement can be a fun endeavor. It’s a time to think about what life can look like when you have the freedom to do whatever you want. Because it should be a time to dream, there is a topic that people like to avoid during their retirement planning. Long-term care planning can…
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Financial markets can be filled with uncertainty and doubt. This can make financial planning an overwhelming task; however, with the guidance of a trusted financial advisor, you can navigate the uncertainty and bring planning to your financial journey. Anchor Wealth advisors seek a complete understanding of your financial goals in order to create a comprehensive…
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Does the thought of your financial future leave you uncertain or anxious? Many people feel this way because they do not have a solid financial plan in place. A comprehensive financial plan is a road map that sets you on the path to reaching your life goals. Developing a plan helps reduce the stress that…
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Nobody wants to spend their hard-earned vacation stressing about every single purchase. But coming home over budget can cause you financial headaches long after the tan lines have faded. Traveling with large sums of cash isn’t always safe or practical, making the envelope strategy difficult to employ. Using a debit or credit card is the…
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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 plans for your finances…
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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…
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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…
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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…
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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…
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