Write a Charitable Bucket List
Creating a bucket list can be a great way to visualize your long-term money goals and -- more importantly -- start checking them off. But as the science linking giving to happiness grows stronger many people have started creating charitable bucket lists that can help...
What If I Made a New Year’s Resolution
Did you know that the top New Year’s Resolution behind health and fitness is to save money? Other popular New Year’s Resolutions include: pursue a career ambition, spend less time on social media, renovate part of the house, spend more time with family, donate and...
![Give Experiences This Holiday Season [not stuff]](https://anthemwealthadvisors.com/wp-content/uploads/sites/25/sites/37/2023/03/family-beach.png)
Give Experiences This Holiday Season [not stuff]
"Does this spark joy?" asks Marie Kondo about our possessions. The answer is usually YES! on Christmas morning or at a holiday party when we unwrap our presents and watch others enjoy their gifts as well. But once the New Year rolls around many of those gifts are...
Anthem Answers: Questions about Long-Term Care
Long-Term Care is one of the most frequently overlooked areas of a financial plan. To start a conversation, we have gathered some popular questions to reflect on. General Advice is not personal advice. We recommend contacting your financial professional to follow up...
5 Steps to Address Concern About an Aging Parent
As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning. This is especially true if you are the person your parents have tasked with settling their estates. There’s no...
Anthem Answers: October’s Top “What If” Questions
October is Financial Planning awareness month. To recognize this, we decided to compile and answer some of this season’s most frequently asked “What if…”. In these answers, we have blended answers with how Anthem Advisors can help you with each of these questions....
Anthem Answers: What if I start a rental property?
With rental property, one must consider the tax efficiency of financing a mortgage is less attractive than the financing of a primary…
Anthem Answers: What if we’re in a recession?
If everyone else is jumping out of the market, then should I jump too?
What is Values-Based Investing or VBI?
Traditional investing asks, “How can I get the most profit from my investments?” Values-Based Investing, or VBI, adds to this question by also asking, “How can I make the world a better place?”