Anson Blog

August 15, 2019

Eight Mistakes that can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no […]
March 12, 2018

Owner-Only Businesses Might Benefit From a Solo 401(k)

The Solo 401(k) A retirement savings vehicle designed for the smallest businesses. Provided by Sam Sweitzer, CFA   A solo 401(k) lets a self-employed individual set up a 401(k) plan combined with a profit-sharing plan. You can create one of these if you work for yourself or for […]
March 6, 2018
Written Retirement Plan

Put Your Retirement Plan in Writing

Why You Want a Retirement Plan in Writing Putting a strategy down in writing may help you define just what you need to do.   Provided by Sam Sweitzer, CFA, Anson Analytics   Many people save and invest vaguely for the future. They know they need to accumulate […]
March 1, 2018

Alternatives for College Funding

Funding College for your kids can be a challenge. Take a look at some of these different funding alternatives that can help you save for their education.
May 10, 2017

Retirement Preparedness may Improve with an Adviser

It has been surveyed time and time again and the results are the same- Americans are simply not saving enough for retirement. A startling 29% of those aged 55-64 have no retirement savings, and only 50% of Americans actually participate in their offered 401(k) programs. Though different reasons are […]