Cue David Bowie’s 1972 hit song, Changes. You are probably familiar with the opening lyric of the chorus; “Ch-ch-ch-changes.” You may not be familiar with the rest of the lyrics and that’s perfectly fine because they don’t make a lot of sense and they are in no way relevant to the topic of the IRS…
Read More
Do you remember the choose your own adventure books we read as kids? In the stories, the protagonist would face a choice and you as the reader would make that decision for them and read on to see how it affected the outcome. Does the knight battle the dragon or flee to safety? Your decision…
Read More
Miss Mary Mack Mack Mack. All dressed in black black black. With silver buttons buttons buttons All down her back back back. If you finished this rhyme in your head then you probably spent a lot of your childhood recesses like me, in the double Dutch line. These little rhymes served an important purpose in…
Read More
Talking about your retirement can be a fun endeavor. It’s a time to think about what life can look like when you have the freedom to do whatever you want. Because it should be a time to dream, there is a topic that people like to avoid during their retirement planning. Long-term care planning can…
Read More
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…
Read More
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…
Read More
https://www.renozahm.com/staff-profiles/jared-arthur-clay/&sa=D&source=editors&ust=1633640745385000&usg=AOvVaw3f6Y_8EEFHomdt7ExPDEJb Don’t let the fancy name fool you. An estate sale is just a whole-house yard sale. No need to wear a suit and tie and carry a numbered paddleboard for bids. Roll out of bed, waltz in, and plunk down a few bucks for a surfboard, a paperweight shaped like a chicken, and 17…
Read More
One of the things that give me the greatest joy as a financial planner is knowing that the work, I do has a bigger impact. The benefits of the plans that I help set in motion with my clients will extend well beyond just the individuals I meet with. The majority of investors I meet…
Read More
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…
Read More
With tax season right around the corner, some of you may be a bit nervous. While 2020 has definitely been a different kind of year with some great tax breaks and incentives, paying taxes is still something most of us do not particularly enjoy. However, when you plan for your taxes by making the best…
Read More