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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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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June Captain’s Log Wealth Management in an Election Year One of my favorite holidays of the year, second only to Christmas, is July 4th! It’s a time to remember all those who came before us and the sacrifices that have been made. It’s a time to appreciate that we are free and live in the…
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March Captain’s Log Unlocking Investing Success: The Power Of Diversification And Staying The Course Investors, especially do-it-yourself investors, often grapple with the impulse to chase after the latest shiny investment opportunities. This tendency can lead to strong opinions based on personal beliefs, influencing their investment behavior. Clients must resist the urge to outsmart the power…
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Are you gearing up to purchase your first home? Buy a new car? Have another large expense on the horizon? Whatever your game plans, the key to successful financial planning lies in understanding the ins and outs of interest rates. Much like the external factors that influence the rise and fall of the ocean, interest…
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For many people, January ’tis the season for paying off holiday bills. In a world that constantly bombards us with advertisements and temptations to spend, the idea of a “No Spend Month” may seem challenging or even daunting. However, this financial challenge is not about depriving yourself of necessities; it’s about making conscious choices to…
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Parenthood is hard! But that truth makes grandparenting a joy for so many. I’ve heard many grandparents in my office talk about the joys of being a grandparent, while citing the reality that you get to have all of the fun without the same amount of responsibility! But for more than 3 million grandparents in…
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New Year’s resolutions look different for everyone, but they all have the same goal: to make sure this year’s version of you is improved in some way over last year’s. That change can come in the form of weight loss, a new job, or financial goals. Like a New Year’s resolution, your comprehensive financial plan…
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I’ve committed my career to helping people plan for retirement. During the planning phase, I help individuals imagine their ideal retirement scenario and then create a comprehensive financial plan that makes that imagined scenario a retirement. But the thing about life is that it rarely—if ever—goes as planned. Over the past two years, I have…
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