Health Insurance – Fall Open Enrollment Periods
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 outside of the following dates. […]
Navigating 529 Plan Withdrawals: Rules and Guidelines
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 Tuition Program (QTP). We’ve previously […]
Protect Your Investments: Top 10 Steps With Schwab
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 against cybersecurity threats with a […]
Elevating Excellence: Connor Michael, CFP® Promoted to Senior Financial Advisor
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 optimize their wealth accumulation and […]
Estate Planning 101: Why it Matters and How to Take Action
DISCLAIMER: this post is for informational and educational purposes only. This post should not be taken as legal advice or used as a substitute for the same. You should contact an attorney licensed to practice in your state for advice regarding any legal matter. Estate planning is a critical aspect of financial management that often […]
Preparing for Back to School: Leveraging Flexible Spending Accounts for Childcare
As the back-to-school season approaches, parents find themselves amidst a flurry of activities and expenses. From school supplies and new clothes to extracurricular fees and childcare arrangements, the costs can quickly add up. One of the most effective ways to manage these expenses and maximize your savings is through a Flexible Spending Account (FSA) for […]
Protect Yourself from Online Scams
The internet offers a vast landscape of connection, information, and opportunity. Unfortunately, it also presents a breeding ground for scammers who prey on unsuspecting users. Protecting yourself from online scams is crucial for safeguarding your financial assets, personal information, and even your emotional well-being. This guide equips you with the knowledge to recognize common scams […]
Transitioning with Ease: The Easy Button for Your Estate Liquidation
Estate planning is a crucial aspect of managing your wealth and ensuring a smooth transition of assets to your heirs or other benefactors. The process can be particularly complex, given the unique challenges and opportunities that come with significant estates. One critical component of estate planning is preparing for the potential liquidation of assets. At […]
Meet our new team member – Caitlin Gohr
I am excited to be joining Alaska Wealth Advisors as an Associate Financial Advisor. I found a passion for financial planning during college at Central Washington University. Central boasts one of the few bachelor’s programs that meets the educational requirements to sit for the Certified Financial Planning Board of Standards, Inc. accreditation examination. After years […]
Maximizing Wealth: Effective Strategies for Every Investor
As investors, regardless of wealth status, navigating the intricate financial landscape is essential for preserving and growing assets. For example, implementing effective tax strategies can not only minimize tax liabilities but also optimize potential financial opportunities. Here are some actions that investors can take to maximize tax efficiency and safeguard their assets. Maxing your contributions […]