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Late-Stage College Planning: How to Help Your Child Without Putting Retirement on Hold

For parents of high school students, college planning can bring a mix of excitement and financial anxiety. As acceptance letters, campus visits, and tuition estimates enter the conversation, one question often becomes difficult to ignore: How much can we afford to help without putting our own financial future at risk? It’s a balancing act. You…

August 2026 Blog Newsletter

Captain’s Log When Headlines Change: Keeping Your Financial Plan in Focus Recent headlines about inflation, interest rates, trade policy, and global events can create understandable concern. When markets move, it is natural to wonder whether you should make a change. At Anchor Wealth Management, we believe successful investing is not about reacting to every headline.…

The Educator’s Guide to Retirement: Understanding Your State Pension and Planning Beyond It

For Illinois educators, a pension is one of the most valuable retirement benefits you’ll ever receive. But despite its importance, many teachers and school administrators don’t fully understand how it works until they’re approaching retirement. The good news is that you don’t have to figure it out alone. By learning the basics of your pension…

July 2026 Blog Newsletter

Captain’s Log History Teaches About Long-Term Investing As the United States approaches its 250th anniversary, it is a good moment to step back and remember that progress has never come in a straight line. Our country has lived through wars, recessions, inflation spikes, political division, market crashes, and periods of deep uncertainty, yet over time…

The Anchored Life: How Our Core Values Shape Your Financial Future

When choosing a financial advisor, most people focus on services, investment strategies, and performance. While those things certainly matter, they don’t tell the whole story. At Anchor Wealth Management, our approach is guided by something deeper: our values. The word Anchored is more than our name; it’s our philosophy. It’s the foundation for every recommendation…

June 2026 Blog Newsletter

Captain’s Log UTMA Accounts vs. Trump Accounts: What Families Should Know For families who want to save and invest for a child or grandchild, UTMA accounts and Trump Accounts can both play a role, but they are built for different goals. UTMAs offer broad flexibility and simple setup, while Trump Accounts are more retirement-style accounts…

How to Vacation on a Budget (Without Sacrificing the Fun)

Vacation should be something you look forward to — not something you’re still paying off months later. With a little planning and intentional spending, you can enjoy a memorable trip without blowing your budget or setting yourself back financially. In fact, a successful, stress-free vacation often starts with the same habits you build at home:…

May 2026 Blog Newsletter

Captain’s Log Chasing Shiny Objects – Why Discipline Outperforms Hype In the high-stakes theater of modern investing, the “bright shiny object” (revolutionary AI startup, the explosive meme stock, or the latest medical cure) acts as a siren song. It promises a shortcut to wealth, fueled by social media echo chambers and the hope of rapid…

Who Should Inherit Your Wealth? Planning Ahead to Protect Your Family and Your Legacy

Deciding who should inherit your wealth isn’t just a financial decision — it’s a deeply personal one. And while many people assume their intentions will be carried out without issue, the reality is that unclear or incomplete planning can lead to confusion, conflict, and even legal battles among family members. The good news is that…

April 2026 Blog Newsletter

Captain’s Log Why Working with Multiple Advisors May Be Costing You More Than You Think It’s not uncommon for us to meet families who have assets spread across two or three different advisors. In fact, while this only applies to less than 3% of Anchor Wealth clients today, we see it frequently in new relationships.…