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Loose Ends In Your Will

Loose Ends In Your Will

Is your will really what you will? Loose ends and out of date documents can cause your estate to be distributed in ways you did not really intend

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Why Fee Only Planner?

Why Fee Only Planner?

Is a fee-only planner really fee-only? As broker-dealers have searched for customers, many brokers have advertised as fee-only, when, in fact, they receive compensation from commissions or other sources. An important point to note that a Registered Investment Advisor has a fiduciary duty to protect client assets, free of conflicts of interest.

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Hospitalized Friend or Relative

Hospitalized Friend or Relative

As I age, it seems that many of those around me are getting older as well. And some have gone to the hospital. How we deal with those in the hospital can be important to you as well as the patient and the health care providers. For some tips,

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Some Key Numbers

Some Key Numbers

A Wall Street Journal article suggests that there are some some key financial numbers that are similar to vital signs that your doctor looks for–numbers that measure your financial health for investing, taxes, and financial planning. These may be useful to keep in mind and review from time-to-time.

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2014 Tax Brackets

2014 Tax Brackets

Forbes has a interesting article which lays out several approaches to federal tax brackets for 2014 as you begin to prepare for tax preparation.

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Tax Time,Tax Preparers and Programs

Tax Time,Tax Preparers and Programs

April 15 is the normal tax deadline for federal and state tax returns to be filed. For some, that is an exercise done at home manually or with a computer program, for others by an accountant, or by a preparer.

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Saving a Little Adds Up

Saving a Little Adds Up

When dieting, it is apparent that cutting back on little things can make a difference–cutting out the sweets or the extra helpings can contribute to shedding the extra pounds. In the same way, cutting back on the little things in the daily spending can make contribute contributions to the annual budget. A recent article in Business Insider (https://www.businessinsider.com/making-a-tiny-change-to-my-daily-routine-saved-me-more-than-700-last-year-2015-2 ) illustrated how forgoing a soda with lunch resulted in a $700 a year saving.

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Financial Resolutions Worth Keeping

Financial Resolutions Worth Keeping

It is never too late to revisit, and to get started on resolutions to get your budget, spending, and savings under control…CNBC has some suggestions worth considering https://www.cnbc.com/id/102304894

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See Us

See Us

See us in Kiplinger’s December 2014 Page 60 “Blazing a Trail to Retirement” for an interesting for an interesting story of one client couple.

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THIS INFORMATION IS AS GENERIC AS POSSIBLE; NEVERTHELESS, INDIVIDUALS SHOULD CONSULT US OR THEIR OWN INVESTMENT COUNSEL REGARDING PERSONAL CIRCUMSTANCES PRIOR TO ACTING.

Anchor operates on a fee-only basis: financial planning services are offered for a quoted price and investment management services are recognized as a percent of assets under management.

Anchor Captial Management, LLC, is a mid-sized, client centered firm, working closely with individuals, families, multi-generation families, and small institutions to plan the accumulation and management of wealth to meet long term plans and objectives.

323 Taughannock Blvd.
Ithaca, NY 14850
anchorithaca.com
Phone: (607)-272-0004