Giving Back: Why Thoughtful Charitable Planning Matters More Than Ever
At Alaska Wealth Advisors, we take pride in supporting the nonprofit organizations that strengthen Anchorage and communities across Alaska. Our 23 team members actively contribute to more than 30 nonprofits statewide. Across the country, charitable giving continues to decline. Giving USA reports that total contributions dropped for the second consecutive year after adjusting for inflation. […]
Grateful for You and One Simple Year-End Reminder
As our cheerful holiday decorations go up and many of us prepare for time with friends and family, we pause to reflect on what matters most. We want to share our sincere gratitude with everyone connected to our work, our clients, colleagues, partners, and the community that supports us. We are fortunate to work with […]
Planning for the Alaska Premium: Managing Costs, Risk, and Real Assets Wisely
Living and investing in Alaska means navigating a unique economic ecosystem, breathtaking landscapes, paired with unpredictable costs. For high-net-worth families and business owners, the Alaska premium—higher transportation, energy, and import costs—can meaningfully impact both household budgets and long-term portfolio strategies. According to the Alaska Department of Labor and Workforce Development, consumer prices in Anchorage rose […]
Institutional Access, Individual Prudence: Our Approach to Private Equity
Private equity has been in the headlines lately, following the recent executive order that opened the door for these investments to be included in certain 401(k) plans. While this development reflects a broader industry trend towards making a wider range of investments available to everyday investors, it also raises important questions about suitability, structure, and […]
Key Changes Hitting Healthcare.gov in 2026 and Beyond
Recently, Meghan (Carson) Muñoz, CPA, CFP®, CDFA®, posted about the financial planning changes resulting from “One Big Beautiful Bill” (OBBBA). In addition to the planning opportunities created in the bill, it also brings new complexities for those who get health insurance from Healthcare.gov. To help prepare you for the new open enrollment period, Nov 1–Dec […]
New Tax Legislation Explained: A Financial Advisor’s Guide to the OBBBA
Financial planners and clients alike have been preparing for the expiration of key provisions in the 2017 Tax Cuts and Jobs Act for many years – how might changing tax rates and deductions impact planning goals and strategies? How can we plan ahead? On July 4th, the passage of “One Big Beautiful Bill” (or OBBBA, […]
Financial Tips for Parents Sending Kids to College
Sending a child to college is a momentous occasion, often bringing pride and excitement to families. Whether in or out of state, college is a significant milestone for your child as they embark on adulthood. But with change comes financial considerations that must be addressed beforehand. This article provides actionable tips for parents, covering everything […]
Building an Emergency Fund: Why It’s Essential and How to Get Started
As financial planners, we enjoy discussing future retirement goals, long-term investments, and strategies for building wealth over time. But there’s a key piece of planning that applies no matter where you are in life: having emergency reserves. Whether you’re just starting your career, in your peak earning years, or enjoying retirement, an emergency fund provides […]
Elder Abuse Awareness
When the United Nations formally recognized World Elder Abuse Awareness Day, the goal wasn’t just to mark a date. It was to shine a light on a serious and often hidden issue. Every effort to raise awareness, show respect, and protect the dignity of older adults is something worth recognizing. Elder abuse takes many forms: […]
Alaska Energy Sector Employees – Making the Most of Your Benefits
If you’ve spent years building a career in the oil and gas industry, chances are your compensation includes employer stock, well-structured retirement savings plans, pensions, and/or other generous benefits programs. Many of these benefits require attention, as set it and forget it can lead to less-than-optimal retirement outcomes. While there are many important considerations and […]