Michael L. Anthony

Michael, L. Anthony, AWMA| First Vice President, Investments | Investor | Financial Adviser | Wealth Management | Se Habla Español |

[Michael L. Anthony @MichaelLARJA]

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions: https://t.co/PPNPDjoHsZ

[Michael L. Anthony @MichaelLARJA]

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement: https://t.co/ALhIjuKZgd

[Michael L. Anthony @MichaelLARJA]

Thinking of moving to a new state during your retirement? Learn what to consider so that you make the right choice and settle in with confidence:
https://t.co/qAwUrJJpuH

[Michael L. Anthony @MichaelLARJA]

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions: https://t.co/Q2jW9ZTTCc

[Michael L. Anthony @MichaelLARJA]

Even with the most protective business structure, business insurance is critical. Sort through the different types of business insurance, and learn which ones are best for you: https://t.co/KEhA4hToR3

[Michael L. Anthony @MichaelLARJA]

The future of retirement is active, creative and full of opportunities. Side hustles let you pursue your passions with purpose while earning income. Discover what sparks excitement and joy for you: https://t.co/OsLEMQ3uIy

[Michael L. Anthony @MichaelLARJA]

A quarter millennium of big dreams. Happy Fourth of July!

[Michael L. Anthony @MichaelLARJA]

Explore four ways to teach your children valuable skills that set them up for professional – and personal – success: https://t.co/X8kx7tVTfZ

[Michael L. Anthony @MichaelLARJA]

Running a business on your own comes with unique retirement planning considerations. Discover how an owner-only 401(k) plan can help you make the most of your retirement savings opportunities: https://t.co/CGrrPLdFwn

[Michael L. Anthony @MichaelLARJA]

Financial education at an early age can help lay the groundwork for lifelong financial confidence. Learn strategies for introducing age-appropriate money lessons that can make a lasting impact: https://t.co/PrG7fIgvwY

[Michael L. Anthony @MichaelLARJA]

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact: https://t.co/JKHNPwTLyL

[Michael L. Anthony @MichaelLARJA]

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions. https://t.co/lP9dPZxM92

[Michael L. Anthony @MichaelLARJA]

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits: https://t.co/yCI0Lgq8oR

[Michael L. Anthony @MichaelLARJA]

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

[Michael L. Anthony @MichaelLARJA]

A trustee plays a significant role in the well-being of your trust's beneficiaries. Learn why time, temperament and tenure are important considerations when selecting a trustee to help carry out your long term financial intentions. https://t.co/SrQy8C8xWH

[Michael L. Anthony @MichaelLARJA]

When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds: https://t.co/VR7xitUCPd

[Michael L. Anthony @MichaelLARJA]

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies: https://t.co/mCGPbd7c0a

[Michael L. Anthony @MichaelLARJA]

A trusteed IRA is where retirement planning and estate planning meet. Learn if it's right for you: https://t.co/m4KS8xVJcp

[Michael L. Anthony @MichaelLARJA]

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward. https://t.co/Zyu5HVVXLT

[Michael L. Anthony @MichaelLARJA]

Cash keeps your business moving, but strong cash management is about more than covering expenses. Read more about how proactive planning can help you strike a balance: https://t.co/9Dp4JzzAtK