Securing Your Future: Reclaiming Lost Retirement Benefits
Many Alaskans, like individuals across the nation, find themselves with unclaimed retirement benefits, often due to career transitions or simply losing track of older accounts.
Navigating 529 Plan Withdrawals: Rules and Guidelines
Navigating 529 Plan Withdrawals: Rules and Guidelines With the return to college just around the corner – or the start of a new chapter for some – it’s a great time to revisit the uses and withdrawal mechanisms for a 529 account, also known by the IRS as a Qualified Tuition Program (QTP). We’ve previously […]
The College Countdown: A Parent & Student Roadmap for Post-Graduation Planning
Many of Anchorage’s high schools celebrated their graduations this past week. Congratulations to these students as they get ready for the next chapter of their lives, whether it’s college, starting a career, or pursuing a different path altogether – and an extra shout out to all those Dimond Lynx! We know achieving academic success is […]
A Year of Growth and Mentorship
When I joined Alaska Wealth Advisor nearly a year ago, I was a newcomer to the financial industry. Having been equipped with the tools for success through my education and life experiences as a strong foundation, I realized there was still much to learn. This first year has been a journey filled with challenges and […]
Find Your Missing Money
At Alaska Wealth Advisors, we’re committed to going the extra mile for our clients. Whether it’s devising innovative savings strategies, optimizing investment allocations, or assisting you in achieving your retirement goals, we’re dedicated to ensuring your financial success. While we assume many roles in serving our clients, one title that might surprise you is “treasure […]
Highlighting a Path for Young Investors
Last Friday I had the pleasure of joining my fellow advisors Katelynn Toth, CFP®️ and Stan Moiseev in hosting our annual Pathfinder Webinar. This event was tailored to younger investors, and we discussed the valuable topics of compound interest and savings benchmarks. The following is a summary of our event; don’t hesitate to share this […]