Blog
2023 Recap and 2024 Outlook: Key Events and What May Be in Store
As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...
Read MoreTime in the Market, NOT Timing the Market
When people hear that the average annual return of the S&P 500 since inception is around 10%, the response is probably "sign me up," especially if the market is trending up. But how often does the S&P 500 provide that average return...
Read MoreIsrael/Hamas War
The Israel/Hamas war is a terrible human tragedy and may continue to escalate. It is logical to think this may impact your financial goals and investments. I recently sat down with Christian Chan, CFA, Chief Investment...
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Exercise Your Financial Muscles to Get Financially Fit
Many of us go to the doctor annually for a health checkup. It tells us our blood levels so we can take corrective steps to not only live longer, but live healthier. There are some key financial markers to pay attention to.
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Reduce Your Tax Burden By Delaying Social Security
Delaying your Social Security benefits not only increases your monthly income but also provides a tax advantage. Social Security is a powerful tool for retirement planning, offering individuals the opportunity to secure their financial...
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Managing Retirement Risks: Protecting Your Wealth For A Secure Future
As retirement approaches, it's important to understand and plan for the risks that could jeopardize your retirement savings. You have worked hard to accumulate wealth over the years. Retirement can be an exciting yet uncertain...
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Navigating Social Security Complexities And Its Sustainability For Retirees
Worried about the sustainability of your Social Security benefits? Learn how to ensure you get the most out of your benefits and secure a comfortable retirement. Social Security is one of the most critical retirement tools for...
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Tax Planning, A Key Ingredient For Your Financial Planning Recipe
Taking a proactive approach to tax planning can offer added flexibility and better outcomes leading up to retirement and beyond. Tax planning is an essential part of any financial plan. Whether you are at the height of your career, a...
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Preparing Your Family "LifeBoat" (Estate Planning)
Preparing your "lifeboat" will be a critical resources in the event of an emergency or a major life event. Chances are you're familiar with the terms "Estate Planning" or "Legacy Planning." While these terms have a formal definition...
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Strengthen Your Financial Health In 2023
Combine knowledge, skill, and discipline to create the ultimate recipe for healthy financial habits in 2023. Last year was challenging, marked by high inflation, a rocky stock market, and a looming recession. With the New Year, we are...
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Is Medicare Advantage Really An Advantage?
Let's start by defining these plans... What is Medicare? Medicare is the federal health insurance program primarily for the benefit of people who are age 65 or older, but also for those younger with disabilities and End-Stage Renal...
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VIDEO: Get To Know Anchor Pointe Wealth Managers
With some of the recent additions and improvements to the company, we wanted an opportunity for clients and friends to get to know our wealth managers Derieck and Sam a little bit better! Learn more about their background, what makes...
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Pay Lower Taxes And Avoid Mistakes In Retirement Planning
We’ve all wondered how to pay lower taxes without breaking the law, especially as we start to plan for our retirement. As part of our series in retirement planning, today we’ll explain how to avoid common mistakes, and how...
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