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Estate Management 101 Raise Your Retirement Income Women and Retirement What Can a Million Dollars Buy You?

Mission Statement

“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).

Helpful Content

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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?

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Rightsizing for Retirement

What does your home really cost?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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