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.
From helping a child with a down payment on their first home, to jumpstarting family member’s 529 plan, to implementing estate planning strategies – the topic of gifting is one we discuss with our clients often. As we enter the season of giving and gifting, we aim to answer commonly...
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Meghan Muñoz, CPA, CFP®, CDFA®
“You can do hard things.” Someone once said this quote to me, and it has changed my perspective on strength and adaptability. Since childhood, I have always been the over-achieving type. I joined clubs, participated in sports teams, volunteered, and pushed myself academically. I graduated college with double bachelor’s degrees...
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Nicole Squires
This week, we enter November. The summer activities are being packed up in the shed; the skis, snowboards, snowmachines, ice skates and snowshoes are coming out. With only two short months left until the new year, it is important to consider your year-end financial planning activities. Here is a short...
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Connor Michael, CFP®
Change is the only constant in life, they say. Embracing this philosophy, I’ve leaped from one exciting opportunity to another, and my latest adventure brings me to Alaska Wealth Advisors. The prospect of growth and innovation here has me absolutely thrilled. My journey thus far has been a series of...
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Vlad Finko
Qualified Charitable Distributions or QCDs can be one of the most tax-efficient ways to give money to charity. An IRA owner can donate up to $100,000 per calendar year to charities directly from their IRA. For those who are RMD age, QCDs count toward satisfying your Required Minimum Distribution (RMD)....
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Nic Cohen, CFP®
In late 2020, my mother was diagnosed with the big “C”. A ripple of emotions of surprise, sadness, confusion, anger rushed over me. After the initial shock, my mother was calm enough to know that she needed to get more organized. She owned multiple properties, various investment accounts, insurance, and...
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Dave Valdez, CWS®, ChFC®
