Blog
A trusted source for trusted insights and practical tips to navigate the ever-changing world of personal finance. From saving strategies to investment guidance, we’re here to empower you with the knowledge and tools to achieve your financial goals.
As we move through the early months of 2026, many are focused on their tax filings. However, the important date on the calendar isn’t just the filing deadline; it’s the final opportunity to fund your future for the previous year. You have until April 15, 2026, to make your 2025...
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Nic Cohen, CFP®
For many families, “education planning” is synonymous with the college years. However, for those of us raising children in Alaska, the financial commitment often begins much earlier. Whether it’s the decision to pursue private school or the choice to supplement a public education with high-level enrichment, K–12 is no longer...
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Nicole Squires
Life is unpredictable, but ensuring your child is cared for while you’re away doesn’t have to be. Temporary guardianship provides a clear, practical way to appoint a responsible adult to handle caregiving duties and offers added security and peace of mind. It authorizes the chosen individual to assume the duties...
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Alaska Wealth Advisors
I recently lost my uncle. He moved to Alaska in 1972 and built deep roots in Anchorage. He was strong, stoic, quietly funny, and deeply devoted to my aunt and their three kids. In “Alaska terms,” he was steady, the kind of person who didn’t talk much about plans but...
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Dave Valdez, CWS®, ChFC®
It starts with a $12 burrito and ends with a $28 receipt. This raises an important question: Is the convenience of having food delivered to your door worth it financially, especially when it becomes a frequent habit? Services like DoorDash and Uber Eats save time, but at what cost? Some...
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Rama Dandekar
As you sit down to do your (highly recommended!) 2026 financial planning, there are several new provisions and/or age-based milestones to be aware of as you set your vision for the new year. Retirement Planning: “Super” Catch-Up Retirement Plan Contributions: Starting last year, a higher “super” catch-up option became available...
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Leah Levingston, CFP®