“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).
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
However exciting retiring abroad may sound, it deserves considerable planning.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.