Welcome To Our Blog

Grandparents Raising Grandkids: Things to Consider

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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5 Summer Savings Tips to Not Burn Your Budget While Traveling this Summer

Summer is a season filled with wanderlust and adventure, but it’s also a time when expenses can quickly add up, leaving your budget far behind. However, with a little planning and some clever strategies, you can enjoy a fantastic summer getaway without breaking the bank. Our experts at Anchor Wealth Management recommend the following tips…

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Where is The Market Heading in 2023?

2023 is the year of the rabbit, but for investors, it should be considered the year of the tortoise. The lesson of the classic Aesop fable may ring true more than ever as we maneuver through 2023. At the outset, 2023 will sing the same song as 2022. Inflation will continue to be a factor…

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The importance of Updating Your Financial Plan Each Year

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’m Unexpectedly Retired, Now What?

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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4th Quarter 2022 Newsletter

Financial Planning In Times Of Uncertainty In 2020, the word unprecedented was thrown around like confetti. It found its way into everything. Two years later, a different kind of ‘un’ rules our world—uncertainty. Big questions loom in the minds of a lot of investors and the answers have implications on their financial plans and their…

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3rd Quarter 2022 Newsletter

In The Journey, In The Destination, We Are Anchored The previous two years have provided plenty of newsletter topics as our office has helped countless clients navigate financial questions brought about by uncertainty. Two years brought about some big changes in all our lives. But as people begin to emerge from the haze that uncertainty…

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Stay The Course During Market Volatility

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…

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9 Tax Breaks for People Over 50

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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2nd Quarter 2022 Newsletter

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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