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 may be affected by estate taxes upon their passing. Often, clients are unaware that certain states impose estate or inheritance taxes in addition to federal…
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Who doesn’t dream of being a millionaire? The allure of financial freedom and the ability to live life on your own terms is something we all aspire to achieve. At Anchor Wealth Management, we’ve had the privilege of supporting both seasoned millionaires and those just embarking on their investment journey. Ever wondered about the secrets…
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November Captain’s Log Heartfelt Thanksgiving Gratitude From The Team At Anchor Wealth Management As Thanksgiving approaches, I find myself reflecting on the gratitude we feel for the incredible clients who make our work at Anchor Wealth Management so fulfilling. Your trust and partnership mean the world to us, and we wanted to take a moment…
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October Captain’s Log NOW Is The Time To Share Anchor Wealth Management With Friends And Family! Read the headlines. United Auto Workers strike, nurses strike in Joliet, IL at Ascension St. Joseph Hospital, student loan payments restarted on October 1st, 30-year mortgage rates are almost 8%, and finally the political theater that is Congress. I…
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Open Enrollment is an annual period that carries substantial weight in the realm of personal finance and healthcare. During this time, individuals can make critical decisions that impact their financial health for the entire year. Discover tips below on what factors to consider, how to make the most of the open enrollment opportunity and how…
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September Captain’s Log Reflect On Your 2023 Financial Goals As we approach the last quarter of 2023 let’s not be complacent in managing our personal finances! Let’s continue to be good stewards of the money we have each been trusted to manage. My wife and I have had conversations recently while revisiting our budget and…
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August 2023 Blog Newsletter August Captain’s Log College Planning for Illinois Residents Everyone is in the mindset of going back to school! The process of getting school supplies, working out childcare, pick up and drop offs, to lunches! It is a busy time of the year. There are a lot of moving parts. Parents may…
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Optimism And Pessimism Require The Same Amount Of Energy. Choose Wisely It’s the time of year when I traditionally write an article about goal setting and how to make this year your best year ever financially. The news headlines tell me that I should be writing an article about recession and how to protect your…
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College is a formative time in the lives of those who choose that path. For many, it is their first taste of life away from their parents and their first experience of true autonomy. After four years, most college graduates would tell you that the lessons outside of the classroom can be just as valuable…
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When you turn on the news, you’ll hear a lot of investment talk. Frequently they use terms and jargon that they assume the person watching understands. Unless you are watching a beginner show, you are expected to know what the Dow Jones Industrial Average is, what’s buying on margin, and what’s the moving average. Most…
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