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.
Of the many acronyms that pepper the world of finance, ESG is one that is likely already on your radar. Environmental, social and governance (ESG) investing is a growing trend in the investment world that appeals to socially conscious investors looking for ways to better align their investments with their...
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Leah Levingston, CFP®
2022 IRA Contributions Deadline April 18, 2023, is the deadline to make your 2022 IRA contributions. The 2022 limit is $6,000 per individual for Traditional or Roth IRA. If you are age 50 or older, you can add a further $1,000 “catch-up” contribution bringing the total to $7,000. If you...
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Alaska Wealth Advisors
I would rather comment on how it is almost springtime instead of tax time, but the reality is that tax season is upon us and we need to prepare. Being an investor comes with additional tax reporting that is often not as straightforward or timely as a W-2. We are...
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Cathie Straub, CFP®, CDFA®
We are pleased to have Doug Perkins as our guest author this week. As a Certified Divorce Financial Analyst, I am brought in to help with the financial division of assets in a divorce. I also work with a number of clients who have survived a divorce and now find...
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Alaska Wealth Advisors
As people drift closer to retirement, one of the more exciting things to start planning for is “if and where” they are going to relocate after they finish working. Whether it is the sun calling their name, a new pace of life, or grandkids, there is a lot to consider....
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Alaska Wealth Advisors
The start of new year often sees re-evaluation of one’s current financial situation and relationships. As a prudent investor, you may have reflected on the benefits and fees involved with partnering with a financial professional to help manage your investments and long-term planning. Clients and prospects aren’t the only ones...
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Alaska Wealth Advisors
