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 MoreNobody wants to spend their hard-earned vacation stressing about every single purchase. But coming home over budget can cause you financial headaches long after the tan lines have faded. Traveling with large sums of cash isn’t always safe or practical, making the envelope strategy difficult to employ. Using a debit or credit card is the…
Read Morehttps://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 MoreThroughout the previous two tumultuous years, there have been ups and downs, and not just in the markets. Everyone has felt an impact of the pandemic whether physically, mentally, or financially. Though the impact was different for everyone, the reaction was the same. We all sought to gain control of our lives in the areas…
Read MoreThis is a case of the “when” being the “why,” so let’s knock out two birds with one overachieving boulder. On a runway. When you’re ramping up for one of the biggest life changes—retirement—you’ll definitely benefit from having a financial advisor or suffer from the lack of one. Whereas you’ll retire once, we’ve helped more…
Read MoreIt can seem weird when, as a child, you are advising your parents. However, as your parents age, they come to depend upon you more to help them with things such as shoveling the driveway, picking up their prescription medications, and more. One topic that you might have to broach with your parents is estate…
Read MoreCredit cards have only been around for 100 years. They began innocently enough, with the goal of allowing you to pay for purchases at limited stores without having to have cash. Diners’ Club was the first universal credit card that made its appearance in 1950. It gave people the ability to dine at restaurants who…
Read MoreMost of us know that a 401(k) is a type of retirement savings account that is set up and managed by your employer or a firm hired by your employer. Since 401(k)s came into existence in 1978, they have become one of the most popular ways for many Americans to save for retirement. Many employers…
Read MoreAs much as we’d like to ignore finances, it’s an inevitable part of living. That’s because in order to have the things you want in this world: food, clothing, shelter, beach vacations, cats, dogs, and the like, you have to pay with them from the money you earn. Thus, managing your money so that you…
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