If you’re in need of advice and assistance outside the realm of the more traditional personal services listed on our website and are unsure if we can help, please contact us to find out for sure. At Anchor, we’re all about solving problems, and often the key to unlocking solutions lies in a fresh and […]

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If you regularly have trouble locating important documents, have to scramble to prepare for income tax appointments or are generally disorganized when it comes to keeping track of your financial records and affairs, you should consider taking action. Organizational skills and financial planning, in fact, go hand in hand. The consequences of being disorganized and/or […]

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Often in a marriage, one spouse will assume responsibility for most or all of the financial-related affairs. This can leave the other spouse very vulnerable in the event of a marital separation, divorce or death of their spouse. The need to all of a sudden begin assuming reponsibility for financial matters can add significant stress […]

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A main cause of the subprime loan crisis and market crash of 2008/2009 was the abandonment by lenders of sound practices when qualifying prospective borrowers. Foreclosures naturally exploded. Lenders have now returned to more carefully scrutinizing borrowers and their ability to repay mortgage debt.   As a result, it is now more difficult to secure a […]

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Does it ever seem like your money just disappears without your knowing where it went? Do you ever feel like you’re treading water, not making any progress toward reducing debts or building your savings and investment portfolio for longer-term goals like retirement? If married, do you argue over finances instead of having constructive periodic discussions […]

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When it comes to retirement planning, we offer an objective, easy-to-understand ‘substance-over-form’ approach designed to give you the answers and guidance you need. Our comprehensive planning option considers your current and projected financial position, income stream and personal expense structure and is tailored around assumptions that are unique and specific to your individual situation and preferences. […]

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No one likes to think that anything bad will happen to them, but the ugly reality is that unexpected events resulting in death, disability or illness occur daily; often destroying surviving family members in both financial and emotional terms, laying to waste the best made plans. At Anchor, we advocate a process of thinking seriously and […]

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Our firm offers affordable federal, state and local income tax planning and tax preparation services.  From the most basic tax filings to the most complex, we can address your needs in a professional and cost-effective manner.  All electronically and paper-filed tax returns are both prepared and reviewed by a Certified Public Accountant (CPA) with extensive […]

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We offer investment planning, investment management and investment tracking services with objectivity and integrity. We are a “fee only” investment advisor, which means we are NOT compensated through commissions. We have a conservative approach to investing and primarily focus on using “no-load” and commission-free investment products when structuring client portfolios. The crash of financial systems […]

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