Anchor Wealth Strategies

Social Security isn’t “set it and forget it.” When you claim can be worth tens of thousands of dollars over your lifetime — and most people never run the math before they decide.

None of these are about being irresponsible — they’re about not knowing what you don’t know. That’s exactly what a second set of eyes is for.

If you haven’t run your own numbers yet, that’s a conversation worth having before you file.

Something a little different for a Sunday.

I didn’t get into this business because I love spreadsheets (though — I do, a little). I got into it because I watched people I love make retirement decisions out of fear instead of clarity, and I saw how much of that fear was just… unnecessary. A good plan removes so much of it.

That’s still what drives Anchor today. Not the returns. Not the products. The moment a client realizes they’re actually going to be okay — and they can stop carrying that weight alone.

Grateful this work found me. Fort Worth, this is why I do what I do 🤍

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52% of Gen Z investors have redirected investing money to sports bets

Did you know -

76% of retirees wish they had started saving earlier. 71% wish they had saved more. Here’s the thing about regret: it’s almost always about time, not timing. Nobody looks back and wishes they’d picked a slightly better fund. They wish they’d started five years sooner.

The good news? You can’t get back the years you didn’t save — but you can stop losing more of them to “I’ll start next year.” Whatever stage you’re at, the earliest available moment to start is always today.

Want a clear-eyed look at where you actually stand? Schedule an appointment today 📩

https://www.anchorwealthstrategies.com/contact

Proud Team Moment!

We are so proud of Giovanni Blanchette for being invited to be a guest speaker for The Class - Elite Mindset Training!
Giovanni will be sharing his story of going from a college baseball player to a career in financial services, and the lessons, discipline, and mindset that helped him make that transition.
It’s exciting to see him have the opportunity to give back and share his experience with the next generation of athletes.
Way to represent, Giovanni! We’re proud to have you as part of the Anchor Wealth Strategies team!

Meet Judy P***k — founder of Anchor Wealth Strategies. Her mission is simple: help clients get clear on their goals so they can plan for the life they’ve always wanted.
📍 Fort Worth, TX | CFP®

Trump Accounts: What Parents and Grandparents Should Know

Trump Accounts: What Parents and Grandparents Should Know | Anchor Wealth Strategies Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

Lately I have been doing so many more QCD so I figured I’d talk about it ⚓️

If you’re 70½ or older, taking RMDs and giving to charity, don’t overlook a Qualified Charitable Distribution (QCD).

Instead of taking the distribution and then donating the money, a QCD allows you to send funds directly from your IRA to a qualified charity. It can count toward your RMD while generally keeping that amount out of your taxable income.

That could mean lower taxable income and potentially lower Medicare IRMAA costs.

Sometimes how you give can be just as important as how much you give.

Talk with your financial and tax professionals to see if a QCD makes sense for you.

🌞 Did you know schools in the South tend to start the school year the earliest? 🌞

📚 As the back-to-school season approaches, approximately 54.1 million K-12 students and 5.7 million teachers are gearing up to head back to classrooms this fall. 📚

🍎 Teachers are the largest group among the nearly 10 million individuals employed in the country's elementary and secondary schools, which also include principals, school bus monitors, teaching assistants, and janitors. 🚌👩‍🏫



Information from the U.S. Census Bureau