“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).
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Don’t overlook the need for renter’s insurance if you rent your home.
It's important to understand how inflation is reported and how it can affect investments.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
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
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Make your retirement as exciting as your next vacation.
Around the country, attitudes about retirement are shifting.