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.
My career in finance started before I was even aware of it. In high school, I never knew what I wanted to “do”, but I always knew that I wanted to “feel” like I was making a difference and helping people. Since I had an aptitude for math and science,...
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Sierra Steele
Planning for retirement involves making strategic decisions about how to save and invest your money. Contributing to retirement accounts is a key aspect of this planning, but it’s important to be aware of the contribution limits set by the IRS for various types of accounts. In 2024, these limits remain...
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Stan Moiseev
Not every employer sponsored 401(k) plan is created equal. Many larger employers plans allow “After-Tax Contributions”, inside their 401(k) plan. These “After-Tax Contributions” often are for contributions made by an employee above the employee contribution limit, but some plans allow you to contribute to them over time. Employees with plans...
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Connor Michael, CFP®
When I joined Alaska Wealth Advisor nearly a year ago, I was a newcomer to the financial industry. Having been equipped with the tools for success through my education and life experiences as a strong foundation, I realized there was still much to learn. This first year has been a...
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Derek Stone
Many individuals face the decision about whether to retire early – either by choice, stemming from a desire to enjoy more years of leisure, or due to unanticipated changes in employment or other life circumstances. Whatever the situation may be, there are several important factors to consider throughout the decision-making...
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Meghan Muñoz, CPA, CFP®, CDFA®
It is that time of year again when 1099s and W-2s start flowing in. This year’s filing deadline is April 15 (unless you delay). The past couple of years had deadlines that did not fall on the 15th, but this year does. Here are several simple recommendations that may improve...
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Nic Cohen, CFP®
