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.
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;...
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Derek Stone
In Memoriam: Cathie Straub (1963 – 2023) It is with heavy hearts and immense gratitude that we pay tribute to one of our founders and my business partner, Cathie Straub, who peacefully passed away on September 1st after a long battle with cancer. As a pillar of our community and...
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Amber Frizzell
The year 2026 is poised to bring significant changes to the tax landscape, if no new legislation addresses a series of tax provisions collectively known as the “2025 Tax Sunset”. These provisions were introduced through various legislative acts and have had a significant impact on individual and business taxation. As...
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Stan Moiseev
Students are increasingly associating higher education with the burden of student debt, leaving students and parents searching for affordable alternatives or delaying enrollment. Fortunately, most degrees still pay out in the long run, and attending university can be a smart first step in a young person’s career path. The well-known...
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Alaska Wealth Advisors
With the increasing question regarding the longevity of inflation proof bonds or “iBonds” as a leader in the fixed income industry, building this reference point allows you to take this information and customize it for your unique circumstances. If one thing is for sure in this industry, it is that...
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Alaska Wealth Advisors
In a recent meeting, our co-founder, Laura Bruce, CFP®, described the ideal client that we serve. A common theme kept popping up – we work well with busy professionals. In addition to busy professionals that are mature in their career, we also work with busy young professionals, such as early...
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Dave Valdez, CWS®, ChFC®
