“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).
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Protect yourself against the damage that your homeowners policy doesn’t cover.
The uncertainties we face in retirement can erode our sense of confidence.
Military families face unique challenges, making personal finance even more critical.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.