“Anchor Certified Planners Group, Inc. is a comprehensive financial services firm committed to helping our clients achieve their long-term financial success. Utilizing our experience, we offer customized programs designed for preservation and growth of our clients’ wealth. ”
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 386-615-PLAN (7526).
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Your credit score may influence how much you pay for auto and home insurance.
For some, the social impact of investing is just as important as the return, perhaps more important.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
That big list of dreams and goals isn't the only way to look at your bucket list.
How do the markets usually react to elections? Was the 2016 election any different?
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn how to harness the power of compound interest for your investments.
There are hundreds of ETFs available. Should you invest in them?