Blog

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...

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...

For most investors, in most situations, the most effective way to build a portfolio has been through low-cost index funds, ETFs, and mutual funds. The reasoning behind that is fairly straightforward, in that these vehicles give you broad diversification at very little cost, and they keep your attention on the...

Within every investment vehicle, there are hidden gems, strategies that only reveal themselves through careful research. The Health Savings Account (HSA) is one of them. It flies under the radar far too often, and that’s a missed opportunity. So, let the treasure hunt begin. The Triple Tax Advantage The HSA...

This past Mother’s Day served as a beautiful, poignant reminder of what a privilege it is to walk alongside my husband John’s parents as they age. Now in their upper 80s, they continue to live independently—a feat that isn’t just due to luck, but to the power of intentional planning....

When you and your partner commit to a life together, joy and excitement rightfully take center stage. The days are filled with picking caterers, dreaming up travel plans, or perhaps planning private vows in the Alaska backcountry. Eventually, however, the inevitable question arises: “How are we going to combine our...