Captain’s Log

Financial Peace University: Take Control of Your Money Once and For All

December 1, 2024

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 organized individuals feeling stressed. But financial peace is achievable—it just takes a plan and the right mindset. One of the most effective tools to help…

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How to Plan for Retirement as a Small Business Owner, Part 1

October 7, 2020

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…

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Long-Term Care & Estate Planning

August 20, 2020

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,…

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Determining How Much You Need to Retire

July 26, 2020

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…

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How to Avoid the Credit Card Trap, Part 1

June 20, 2020

Credit cards have only been around for 100 years. They began innocently enough, with the goal of allowing you to pay for purchases at limited stores without having to have…

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Steps to Roll Over a 401(k)

June 5, 2020

Most of us know that a 401(k) is a type of retirement savings account that is set up and managed by your employer or a firm hired by your employer.…

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5 Ways To Work Towards Financial Health

May 21, 2020

As much as we’d like to ignore finances, it’s an inevitable part of living. That’s because in order to have the things you want in this world: food, clothing, shelter,…

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First Things First: How To Build Your Emergency Savings

May 5, 2020

There are many aspects and components to financial planning, from savings and investments to long-term care and life insurance needs. All of these pieces together form a comprehensive financial plan…

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6 Things A Financial Advisor Can Do For You

October 22, 2019

Here at Anchor Wealth Management, we are proud to be the financial advisory team that you can count on. Some of our clients come to us knowing exactly what they…

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Comparing Term and Whole Life Insurance

May 2, 2019

For something that’s so important, it’s hard to imagine why insurance can be so complicated, especially when it comes to life insurance. The general idea of insurance is to provide…

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How Parents Can Save For Their Kid’s Education

May 2, 2019

If you’re a parent looking to plan for your child’s future education, the sooner you can start, the better. With rising tuition rates and plenty of other unpredictable costs, it’s…

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What Is Financial Planning and Forecasting?

May 2, 2019

Financial planning and forecasting are a key part of any person’s life. From a very young age, we’re taught that money doesn’t grow on trees and that it’s a finite…

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Which Type Of Investment Is Right For You?

May 2, 2019

Investing is something that we all do whether we realize it or not. When we attend college or some other type of higher education, we’re not only investing money but…

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