February 2025 Blog Newsletter
February Captain’s Log The Benefits of Advisors Understanding the Purpose of Your Money Understanding the purpose of a client’s money offers two key benefits: 1. Personalized Financial Planning – By…
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Are You a Financial Match? The Money Talk Before Tying the Knot
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.…
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January 2025 Blog Newsletter
January Captain’s Log What Can I Expect from the Market the YearFollowing the Presidential Election? The stock market is often a source of curiosity and concern during and afterpresidential election…
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Are You Prepared for the Unexpected? Ensuring Your Family’s Financial Security
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…
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December 2024 Blog Newsletter
December 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 to serve each of you—our…
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Financial Peace University: Take Control of Your Money Once and For All
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…
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November 2024 Blog Newsletter
November Captain’s Log Three Things Changing in 2025 for Retirement Savings, and Year-End 2024 Reminders Super-sized 401(k) Catch-Up Contributions for Ages 60 to 63 Introduced in 2001 under President George…
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5 Ways to Maximize Your Holiday Donations
With Thanksgiving and Christmas right around the corner, the season of giving is here! It’s a special time to give back to your community in meaningful ways. With a little…
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October 2024 Blog Newsletter
October Captain’s Log November 5th is Only a Few Weeks Away As the Presidential Election approaches, it’s no surprise that it’s top of mind for our clients and dominating the…
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Ready for Open Enrollment? What You Need to Know
As fall approaches, so does open enrollment season—a critical time for employees to review and make important decisions and updates about their benefits. Most companies start open enrollment on November…
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September 2024 Blog Newsletter
September Captain’s Log The Four Main Areas Clients Value from Advisors Morningstar recently released a report examining how clients value different capabilities of advisers, drawing insights from four separate studies.…
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As Kids Head Back to College: 2024 Changes to College Savings Options
As most parents of college-bound children just sent their students off for the year ahead, it’s essential to revisit your college savings strategy for your children, particularly with some new…
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