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Cookie Cutter Financial Planning? – Not US
There are a lot of firms these days that say they do financial planning. They call themselves wealth managers, investment…
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Using Roth IRAs for College? – Maybe
In the world of financial planning, retirement and college planning are often separate and possibly competing goals. For most advisors,…
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Market Update – Post-Election Outlook
The election has passed and although the outcome remains contentious, we are edging closer to the electoral vote on Dec…
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Hot Off the Press – Important Tax Numbers for 2021
As 2020 winds down, we start to look towards planning for 2021. Hopefully, next year will be a little more…
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Everything has Risk, Even Your Cash!
What is the least risky asset one can hold? Many people assume that cash is safest because the dollar is…
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Smart Tax Strategies to Consider Before 2020 Ends
Our motto here at Anchor Bay Capital is: “It’s not what you make but what you keep that counts.” We…
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The COVID Crisis has Caused a College Planning Crisis
This year has been one like no other. The COVID pandemic has turned our everyday lives upside down, caused the…
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Market Update – Post-Election Gains May Be Muted
Since our last update (August 5), certain economic indicators that had prompted us to underweight our allocations in most models…
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Life Insurance in Retirement – “To Keep or Not to Keep, That is the Question”
September is National Life Insurance month and is the time when we conduct annual life insurance policy reviews for our…
Trustees and Executors: 4 Valuable Tips You Need to Know
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