Blog

A trusted source for expert 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.

My name is Annmarie Iya, and I was born and raised in Anchorage. I recently graduated from the University of Alaska Anchorage with a bachelor’s degree in mathematics, concentrating in finance, as well as an Occupational Endorsement Certificate in Alaska Native Business Management. I originally began my studies in math...

Retiring early—before the traditional ages of 59½ or 65—can be an exciting goal. The allure of more free time, travel, and pursuing personal passions can be strong. However, early retirement introduces unique challenges that require careful planning. This guide explores key factors to consider when contemplating early retirement. Retirement Income...

Planning for retirement means making your savings last—ideally, for the rest of your life. One of the most critical questions retirees face is: How much can I safely withdraw from my retirement savings each year without running out of money? This is where the concept of a safe withdrawal rate...

Preparing to welcome a new baby into the family is an exciting and joyous occasion, but it can also be a scary time with many unknowns. I would know; my wife Anna and I are preparing to do it for a third time with our newest family member expected to...

Recent market fluctuations have once again highlighted the unpredictable nature of stocks over the short term. We understand that volatility can be unsettling, but as always, our investment philosophy remains steadfast: focus on what you can control—the strategic mix of investments aligned with your goals and the expenses associated with...

As we navigate market fluctuations, it’s also important to remember key deadlines for retirement contributions. Please note that the deadline for 2024 Traditional IRA, Roth IRA, and HSA contributions is April 15, 2025. IRA Contributions: To contribute to a Traditional or Roth IRA, you must have earned income from W-2...

Start making informed financial decisions – partner with a knowledgeable financial advisor.

Join Our Mailing List

Sign-up for regular updates to empower yourself with the knowledge to secure a brighter financial future.

Let's Connect

Follow us on social for regular updates to empower yourself with the knowledge to secure a brighter financial future.