No one wants to think about their death, especially young people, but putting off purchasing life insurance can be a costly mistake. Death is inevitable, and largely out of your control, but what you can take control of is how you provide for your loved ones when you are gone. Having life insurance guarantees your…
Read More
Starting today, most of the people you know have made a commitment to themselves to start getting healthy. Outside of eating healthy Monday through Thursday only to blow it on Friday through Sunday consistently every week, I am mostly unqualified to give advice about getting in shape. But, I do know that stress can be…
Read More
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…
Read More
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…
Read More
As a financial advisor, I’ve always thought that there is a lot that I could learn from fire marshals. On the surface, we have very different jobs but at the core, we are both interested in helping those we serve prepare for a moment that hopefully will never happen. But while the intent is the…
Read More
When we talk about retirement, it exists in one of two contexts; either we are planning for retirement or we are enjoying retirement. The context we don’t talk about—and the reason a financial planner can be helpful—is the actual act of retirement. There is a window, ideally at least six months prior to your retirement…
Read More
Do you remember the first piece of advice you received regarding money? Chances are you don’t remember the words explicitly but it probably impacted you in some way and likely continues to influence you today. When we are young, we internalize the words of the older mentors in our lives. I love this idea of…
Read More
0% interest on financing means free money! Or does it? I saw a motivational coffee mug the other day that read “Don’t settle for good enough.” As the mug sat there on the shelf like a ceramic John Maxwell, it struck me how important this message really is to investors. When we work with clients…
Read More
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…
Read More
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…
Read More