Until You’re Back: The Importance of Temporary Child Guardianship
Life is unpredictable, but ensuring your child is cared for while you’re away doesn’t have to be. Temporary guardianship provides a clear, practical way to appoint a responsible adult to handle caregiving duties and offers added security and peace of mind. It authorizes the chosen individual to assume the duties of a legal guardian for […]
Navigating Loss – What Comes After
I recently lost my uncle. He moved to Alaska in 1972 and built deep roots in Anchorage. He was strong, stoic, quietly funny, and deeply devoted to my aunt and their three kids. In “Alaska terms,” he was steady, the kind of person who didn’t talk much about plans but always had one. When he […]
Why Convenience is More Expensive than You Think
It starts with a $12 burrito and ends with a $28 receipt. This raises an important question: Is the convenience of having food delivered to your door worth it financially, especially when it becomes a frequent habit? Services like DoorDash and Uber Eats save time, but at what cost? Some costs stand out right away, […]
Maximized Catch-Ups and New Tax Credits: What Your 2026 Financial Plan Needs
As you sit down to do your (highly recommended!) 2026 financial planning, there are several new provisions and/or age-based milestones to be aware of as you set your vision for the new year. Retirement Planning: “Super” Catch-Up Retirement Plan Contributions: Starting last year, a higher “super” catch-up option became available for 401(k), 403(b), governmental 457(b) […]
Maximizing Your Savings in 2026
As we enter the new year, the IRS has released updated retirement contribution limits for 2026. This serves as a natural checkpoint to review your current savings strategy and ensure your contributions are aligned with the new thresholds. Even small adjustments made early in the year can have a meaningful impact on your long-term outcomes […]
A Year of Purpose and Progress: Reflecting on 2025
As we close out 2025, we want to begin with gratitude. At Alaska Wealth Advisors, our work is shaped by the families and individuals who trust us with decisions that matter deeply. Your goals and long-term priorities are the responsibility we carry every day, and they remain the reason behind every investment we make as […]
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 […]
