August 2023 Blog Newsletter August Captain’s Log College Planning for Illinois Residents Everyone is in the mindset of going back to school! The process of getting school supplies, working out childcare, pick up and drop offs, to lunches! It is a busy time of the year. There are a lot of moving parts. Parents may…
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If you’re a small business owner and you don’t have an employee retirement plan, the clock is ticking… Effective November 1, 2023, Illinois will require employers with 5-15 employees to have retirement plans as part of the Illinois Secure Choice Savings Program Act. If you missed the deadline for companies with 16-24 and 25+ employees,…
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With tax season right around the corner, some of you may be a bit nervous. While 2020 has definitely been a different kind of year with some great tax breaks and incentives, paying taxes is still something most of us do not particularly enjoy. However, when you plan for your taxes by making the best…
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What is wealth management? We get this question a lot. After all, our company’s name is Anchor Wealth Management, so it invites the question. Anchor Wealth Management is a financial services company with two offices, one in Rockford and one in Lanark, to better serve you. We are passionate about helping people save and plan…
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While retirement may seem like a long way off, it can creep up slowly. It’s best to plan early for retirement, especially as a small business owner. Working with a financial advisor can help you get the ball rolling, giving you more time to focus on your business, family, and the things you enjoy. A…
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Small business owners are busy people. They are so busy, in fact, running the day-to-day operations of their business and taking care of their employees and customers that they don’t realize the passage of time. Nor do they make the time to plan for their personal retirement outside of the business. Anchor Wealth Management is…
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As you get older, you begin to start looking towards retirement and all the things you are going to do when you finally get to retire. With that being said, you also start thinking about long-term care and what you want to happen to your assets after you pass. This process is collectively known as…
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We all know we have to save for retirement, and most of us do. The most common ways to save for retirement are 401(k)s, Roth IRAs, or mutual funds. But how much do you actually need to be able to retire and live well? Anchor Wealth Management is an investment planning company that specializes in…
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