For many individuals and families, philanthropy is about more than generosity; it’s about making a meaningful, lasting impact. But effective charitable giving doesn’t happen by accident. Like any financial goal, it benefits from a thoughtful strategy that aligns with your values, tax situation, and long-term legacy plans. A strategic approach to philanthropy allows you to…
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 for you—our clients. Your trust, partnership, and commitment have made 2025 another year of meaningful growth and prosperity for our entire Anchor Wealth family. Thank you for continuing to walk…
When it comes to retirement, Social Security is one of the biggest pieces of the puzzle—but it’s also one of the most misunderstood. You’ve likely heard a mix of advice from friends, family, or headlines: “Claim as early as you can,” “Wait until you’re 70,” “Take the money before it runs out.” With so many…
So, you’ve found your person—the one you want to build a life with. Congrats! But before you say “I do,” there’s one important (and slightly unromantic) topic to cover: money. The “financial talk” might not give you butterflies, but it’s the secret to a stress-free, happy future together. Here’s how to make it simple and…
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…
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…
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…
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…
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…
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…