Life has a way of throwing curveballs when we least expect them. Whether it’s an unexpected medical expense, job loss, or a sudden change in family dynamics, being financially prepared can make all the difference. No one can predict when a financial emergency might arise, but having a plan in place ensures you’re ready to…
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December Captain’s Log Merry Christmas! The team at Anchor Wealth wishes you a very Merry Christmas and a safe,happy New Year! We are deeply grateful to serve each of you—our clientsare the reason we do what we do. As the year comes to a close, take a moment to reflect on the successes of2024 and…
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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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November Captain’s Log Three Things Changing in 2025 for Retirement Savings, and Year-End 2024 Reminders Super-sized 401(k) Catch-Up Contributions for Ages 60 to 63 Introduced in 2001 under President George W. Bush, catch-up contributions allow employees aged 50 and older to make additional deposits into their tax-advantaged retirement accounts. These limits are adjusted for inflation…
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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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October Captain’s Log November 5th is Only a Few Weeks Away As the Presidential Election approaches, it’s no surprise that it’s top of mind for our clients and dominating the news. With November 5th just around the corner, I’d like to remind our readers that this is the third time in the past 12 months…
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As fall approaches, so does open enrollment season—a critical time for employees to review and make important decisions and updates about their benefits. Most companies start open enrollment on November 1st, so now is the time to get organized and make sure you’re prepared. Review Your Current Benefits Before considering new options, take a thorough…
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September Captain’s Log The Four Main Areas Clients Value from Advisors Morningstar recently released a report examining how clients value different capabilities of advisers, drawing insights from four separate studies. The report identified four major themes that reflect what clients seek in their advisors. The most prominent theme is “advice I can rely on.” Clients…
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As most parents of college-bound children just sent their students off for the year ahead, it’s essential to revisit your college savings strategy for your children, particularly with some new changes that took effect in 2024. Why College Savings Plans Matter College is a significant financial commitment, and planning ahead is crucial to keep costs…
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August Captain’s Log Make Sure to Enjoy the Road to Financial Independence I have been blessed to have thousands of different conversations with my clients about the purpose of their money over the last nearly 20 years. All of the answers from clients to a question such as, “What is important about money to you?”…
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