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 […]
Meet our summer intern – Alex Bruce
I’m Alex Bruce, a student at Grand Canyon University, preparing to enter my senior year, majoring in Finance with an emphasis on Personal Finance. Coming up on the college finish line, I’ve been reflecting quite a bit on how far I have come as a student, and more importantly, my aspirations as an emerging young […]
10 Common Money Mistakes to Avoid in Your 20s and 30s
Your 20s and 30s are a dynamic period of life, often marked by career beginnings, major life milestones, and increasing independence. These decades present a unique opportunity to lay a solid financial groundwork for your future. However, there are also times when easily avoidable financial missteps can create lasting challenges. By understanding common pitfalls and […]
Digital Currencies: A Fiduciary Perspective
In recent months, we’ve seen a growing number of clients express interest in digital currencies, and for good reason. Headlines about regulatory shifts, evolving technology, and political tailwinds have sparked questions about whether cryptocurrencies have a place in diversified investment portfolios. Notably, the incoming Trump administration’s supportive tone on digital assets has amplified this curiosity. […]
What Is Diversification and Why Is It Important for Your Portfolio?
When it comes to investing, there’s one principle that holds true across time and market conditions: don’t put all your eggs in one basket. That’s the basic idea behind diversification and an essential part of building a resilient portfolio. At Alaska Wealth Advisors, diversification is one of the core strategies we use to help protect […]