“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).
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Retirees traveling abroad need to know that their health insurance travels with them.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Tips to avoid checking in luggage on your next vacation.
However exciting retiring abroad may sound, it deserves considerable planning.
It may help your business be better prepared in the event of the death of a principal or key employee.
Can you keep up with your children’s mobile slang?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that vacation home, you invested the money?