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Financial Planning Tips for Young Professionals As a finance student in my senior year at the University of Alaska Anchorage, I’ve had the unique experience of creating a small media business and making strategic investments in digital currency to help fund my college education. My goal is to become an

Financial planning is not a one-size-fits-all approach. Just as your financial goals, responsibilities, and priorities change over time, so should your financial strategy. Whether you are just starting out in your career, building a family, or preparing for retirement, a well-structured financial plan can help you stay on track and

As the daylight hours are dwindling, we can look forward to fall and checking off those year-end tasks. Medicare and the HealthCare.gov marketplaces have overlapping open enrollment periods to obtain coverage starting January 1st of the following year. Those experiencing qualifying events may be subject to a special enrollment period

Navigating 529 Plan Withdrawals: Rules and Guidelines With the return to college just around the corner – or the start of a new chapter for some – it’s a great time to revisit the uses and withdrawal mechanisms for a 529 account, also known by the IRS as a Qualified

At Alaska Wealth Advisors, we rely on Schwab as our trusted custodian to hold and safeguard our clients’ investments. The following list of ten practical steps is recommended by Schwab to help you and your advisor bolster the security of your account. While we are committed to defending our clients

We are thrilled to announce that Connor Michael has been promoted to Senior Financial Advisor. Since joining Alaska Wealth Advisors in 2018, Connor has consistently demonstrated his commitment to delivering outstanding service to our clients. His client-focused approach to financial planning is both comprehensive and strategic, helping clients seek to