“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).
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A few strategies that may help you prepare for the cost of higher education.
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding the economy's cycles can help put current business conditions in better perspective.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It's easy to let investments accumulate like the junk in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Recent changes in estate tax laws could affect the strategy you have in place.