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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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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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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May Captain’s Log What Is Your Financial Independence Number? Do you know your Financial Independence Number (FIN)? Recently, I was listening to a podcast, and it was suggested that 99% of people do not know what their FIN is! The FIN is the amount of money someone needs to save to retire and live comfortably…
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Whether you’re just starting out in your 20’s and 30’s or basking in the retirement glow of your 60’s and 70’s, Anchor Wealth Management is here to provide insight and advice on how to achieve financial success at every stage of your life. Your 20s: Build the Foundation In your 20s, you’re likely finishing college…
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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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