June 2024 Blog Newsletter
June Captain’s Log Wealth Management in an Election Year One of my favorite holidays of the year, second only to Christmas, is July 4th! It’s a time to remember all…
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The SECURE 2.0 Act: Everything You Need to Know and How It Impacts You
Did you know more than 4 out of 10 Americans aren’t saving for retirement, and more than half of Americans feel like they aren’t meeting their retirement goals? The world…
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May 2024 Blog Newsletter
May Captain’s Log What Is Your Financial Independence Number? Do you know your Financial Independence Number (FIN)? Recently, I was listening to a podcast, and it was suggested that 99%…
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April 2024 Blog Newsletter
April Captain’s Log How Much Should Someone Keep In A Money Market Or CD? We’ve all heard the analogy “cash is king!” If you’re still working and earning a living…
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Navigating Financial Milestones Across the Decades
Whether you’re just starting out in your 20’s and 30’s or basking in the retirement glow of your 60’s and 70’s, Anchor Wealth Management is here to provide insight and…
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March 2024 Blog Newsletter
March Captain’s Log Unlocking Investing Success: The Power Of Diversification And Staying The Course Investors, especially do-it-yourself investors, often grapple with the impulse to chase after the latest shiny investment…
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Interest Rates: What Does 2024 Look Like if You’re Planning a Large Expense
Are you gearing up to purchase your first home? Buy a new car? Have another large expense on the horizon? Whatever your game plans, the key to successful financial planning…
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February 2024 Blog Newsletter
February Captain’s Log Mitigating Federal And State Estate Taxes Through Proper Planning And Communication An initiative at Anchor Wealth in 2024 is to have proactive conversations with our clients who…
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January 2024 Blog Newsletter
January Captain’s Log Building A Purposeful Financial Journey With Clients Happy New Year! Anchor Wealth Management had an incredible 2023, exceeding expectations and building meaningful connections with clients. My vision…
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How Much Money Do You Need to Work With a Financial Advisor?
Effectively managing your money helps pave the way for a secure retirement and many financial advisors would say that process should begin when you start earning your first paycheck. But…
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How to Crush a No Spend Month
For many people, January ’tis the season for paying off holiday bills. In a world that constantly bombards us with advertisements and temptations to spend, the idea of a “No…
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December 2023 Blog Newsletter
December Captain’s Log A Peak Ahead To 2024 What does history tell us about the performance of the S&P 500 during U.S. Presidential Election Years? One common narrative floating around…
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