Do you remember the choose your own adventure books we read as kids? In the stories, the protagonist would face a choice and you as the reader would make that decision for them and read on to see how it affected the outcome. Does the knight battle the dragon or flee to safety? Your decision…
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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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Financial markets can be filled with uncertainty and doubt. This can make financial planning an overwhelming task; however, with the guidance of a trusted financial advisor, you can navigate the uncertainty and bring planning to your financial journey. Anchor Wealth advisors seek a complete understanding of your financial goals in order to create a comprehensive…
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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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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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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…
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Nobody 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…
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Starting today, most of the people you know have made a commitment to themselves to start getting healthy. Outside of eating healthy Monday through Thursday only to blow it on Friday through Sunday consistently every week, I am mostly unqualified to give advice about getting in shape. But, I do know that stress can be…
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January is traditionally known as the time for new beginnings. We rarely talk about February for what it is—the beginning of the end of new beginnings. As the new year unfolds, it becomes easy to slip back into old habits. This is especially true for financial resolutions. If you have big plans for your finances…
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When we talk about retirement, it exists in one of two contexts; either we are planning for retirement or we are enjoying retirement. The context we don’t talk about—and the reason a financial planner can be helpful—is the actual act of retirement. There is a window, ideally at least six months prior to your retirement…
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