Captain’s Log

5 Ways to Maximize Your Holiday Donations

November 1, 2024

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 planning, you can make your donations go even further without overextending yourself. Here are five tips to help you make the most of your holiday…

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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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Financial Planning In Lanark: Start With These Three Basics

March 19, 2018

INVESTMENTS LANARK Wealth management is an important part of life, both now and in planning for the future. For some, financial planning begins with their first high school job. Others…

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Most Common Retirement Planning Concerns and How to Address Them

March 13, 2018

FINANCIAL PLANNING LANARK Retirement can be one of the most enjoyable stages in your life. You work hard throughout your career so you can eventually live your life without the…

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