Find Your Missing Money
At Alaska Wealth Advisors, we’re committed to going the extra mile for our clients. Whether it’s devising innovative savings strategies, optimizing investment allocations, or assisting you in achieving your retirement goals, we’re dedicated to ensuring your financial success. While we assume many roles in serving our clients, one title that might surprise you is “treasure […]
Season of Giving and Gifting
From helping a child with a down payment on their first home, to jumpstarting family member’s 529 plan, to implementing estate planning strategies – the topic of gifting is one we discuss with our clients often. As we enter the season of giving and gifting, we aim to answer commonly asked questions and demystify some […]
Meet our new team member – Nicole Squires
“You can do hard things.” Someone once said this quote to me, and it has changed my perspective on strength and adaptability. Since childhood, I have always been the over-achieving type. I joined clubs, participated in sports teams, volunteered, and pushed myself academically. I graduated college with double bachelor’s degrees and started working in management […]
Don’t Miss These Year-End Financial Planning Strategies
This week, we enter November. The summer activities are being packed up in the shed; the skis, snowboards, snowmachines, ice skates and snowshoes are coming out. With only two short months left until the new year, it is important to consider your year-end financial planning activities. Here is a short list of important planning reminders […]
Meet our new team member – Vlad Finko
Change is the only constant in life, they say. Embracing this philosophy, I’ve leaped from one exciting opportunity to another, and my latest adventure brings me to Alaska Wealth Advisors. The prospect of growth and innovation here has me absolutely thrilled. My journey thus far has been a series of transformative experiences. Each chapter has […]
Qualified Charitable Distributions: What are they good for?
Qualified Charitable Distributions or QCDs can be one of the most tax-efficient ways to give money to charity. An IRA owner can donate up to $100,000 per calendar year to charities directly from their IRA. For those who are RMD age, QCDs count toward satisfying your Required Minimum Distribution (RMD). So, what is a QCD, […]
Top 5 Things You Need to Know About Probate
In late 2020, my mother was diagnosed with the big “C”. A ripple of emotions of surprise, sadness, confusion, anger rushed over me. After the initial shock, my mother was calm enough to know that she needed to get more organized. She owned multiple properties, various investment accounts, insurance, and personal property. The unpredictable health […]
Highlighting a Path for Young Investors
Last Friday I had the pleasure of joining my fellow advisors Katelynn Toth, CFP®️ and Stan Moiseev in hosting our annual Pathfinder Webinar. This event was tailored to younger investors, and we discussed the valuable topics of compound interest and savings benchmarks. The following is a summary of our event; don’t hesitate to share this […]
Honoring the Legacy of Cathie Straub: Businesswoman, Founder, Community Advocate and Friend
In Memoriam: Cathie Straub (1963 – 2023) It is with heavy hearts and immense gratitude that we pay tribute to one of our founders and my business partner, Cathie Straub, who peacefully passed away on September 1st after a long battle with cancer. As a pillar of our community and an invaluable member of our […]
Navigating the 2025 Tax Sunset: Key Insights You Need to Know
The year 2026 is poised to bring significant changes to the tax landscape, if no new legislation addresses a series of tax provisions collectively known as the “2025 Tax Sunset”. These provisions were introduced through various legislative acts and have had a significant impact on individual and business taxation. As the potential expiration date approaches, […]