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.
Mortgage rates remain more than double where they sat in 2021, according to recent data [1]. Higher rates have cooled activity, but the desire to own a primary home — or a place to escape to — hasn’t gone anywhere. Second-home purchases actually rose 4.1% in 2025 [2]. Most buyers...
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Dave Valdez, CWS®, ChFC®
When it comes to investing, there are many factors that guide a confident decision to buy. In addition to core principles, mutual funds and exchange traded funds (ETFs) have differing structures that make choosing how to invest a layered decision. In this article, we will explore due diligence considerations that...
- Ben Duhrsen
Whether you’re welcoming a new baby into your family, encouraging your daughter to save for retirement while working her first summer job, or planning for a grandchild’s college education, there are several account structures and planning strategies that can help you and your family reach your goals with flexibility and...
- Leah Levingston, CFP®
It’s hard to believe we’re already halfway through the year. Summer calendars fill up quickly with vacations, fun activities, and time spent enjoying the longer days, making it easy for financial goals to take a back seat. Yet the middle of the year provides an excellent opportunity to pause, reflect,...
- Derek Stone
Have you heard of a savings waterfall? It’s a prioritized framework that helps you decide where to direct your hard-earned savings to maximize tax advantages. These guides are widely used, and they’re helpful. But they almost always share one thing in common: the taxable brokerage account sits at the very...
- Connor Michael, CFP®
At Alaska Wealth Advisors, we believe that true financial planning goes far beyond investment portfolios and retirement projections. It includes the conversations that are hardest to start — and the ones that matter most. That’s why we’re honored to share this piece from Sam Lilly, Communications Director at Alzheimer’s Resource...
- Alaska Wealth Advisors