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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As summer winds down, it’s the perfect opportunity for retirees to take a step back and revisit their financial goals. Conducting a mid-year financial check-up can allow you to make any necessary adjustments before the year ends. Here are five easy steps to ensure your retirement plans are right on track: 1. Give Your Budget…
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July Captain’s Log Gratitude! As we near the end of July, I can’t help but marvel at how quickly time passes and how much we’ve accomplished. On behalf of all the team members at Anchor Wealth Management, I want to extend a heartfelt thank you. The momentum we’ve built is truly inspiring, with our team…
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Independence Day isn’t just about fireworks and barbecues; it’s a celebration of freedom. What better way to honor this day than by taking steps toward your own financial independence? At Anchor Wealth Management, we believe financial freedom is within your reach, and this Independence Day is the perfect time to start your journey. Set Clear…
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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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Did you know more than 4 out of 10 Americans aren’t saving for retirement, and more than half of Americans feel like they aren’t meeting their retirement goals? The world of retirement planning is ever-evolving, and staying informed about legislative changes is crucial to securing your financial future. The SECURE 2.0 Act is a significant…
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