I’ve committed my career to helping people plan for retirement. During the planning phase, I help individuals imagine their ideal retirement scenario and then create a comprehensive financial plan that makes that imagined scenario a retirement. But the thing about life is that it rarely—if ever—goes as planned. Over the past two years, I have…
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Financial Planning In Times Of Uncertainty In 2020, the word unprecedented was thrown around like confetti. It found its way into everything. Two years later, a different kind of ‘un’ rules our world—uncertainty. Big questions loom in the minds of a lot of investors and the answers have implications on their financial plans and their…
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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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Miss Mary Mack Mack Mack. All dressed in black black black. With silver buttons buttons buttons All down her back back back. If you finished this rhyme in your head then you probably spent a lot of your childhood recesses like me, in the double Dutch line. These little rhymes served an important purpose in…
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Tax season is here! As you gather paperwork and collect information for your accountant, look for the tax deductions that apply to you.. Unfortunately, many people miss out on valuable opportunities to create tax efficiencies in their financial plan simply because they do not know about them. Anchor Wealth advisors can guide you on ways…
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I’m Self Employed and I Don’t Know What To Do For Retirement Plans Being self-employed comes with so many great freedoms and rewards. There is nothing like the rush of entrepreneurism and watching the results of your hard work as you are building your own dream. We love to work with entrepreneurs for financial planning…
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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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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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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…
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