Tax season is here! As you gather paperwork and collect information for your accountant, look for the tax deductions that apply to you.. Unfortunately, many people miss out on valuable opportunities to create tax efficiencies in their financial plan simply because they do not know about them. Anchor Wealth advisors can guide you on ways…
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I’m Self Employed and I Don’t Know What To Do For Retirement Plans Being self-employed comes with so many great freedoms and rewards. There is nothing like the rush of entrepreneurism and watching the results of your hard work as you are building your own dream. We love to work with entrepreneurs for financial planning…
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At the end of your life, what kind of legacy will you leave? Those who are able to share their assets with more than just their loved ones should consider establishing a charitable trust. Anchor Wealth Management’s team of experts can give you the guidance and resources you need to ensure your legacy of giving…
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Nobody wants to spend their hard-earned vacation stressing about every single purchase. But coming home over budget can cause you financial headaches long after the tan lines have faded. Traveling with large sums of cash isn’t always safe or practical, making the envelope strategy difficult to employ. Using a debit or credit card is the…
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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…
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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…
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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…
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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…
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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…
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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…
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