Maximizing Your Retirement Savings in 2025
With the new year rapidly approaching, so is the opportunity for increased contribution limits. The SECURE 2.0 Act of 2022 has allowed the IRS to make cost-of-living adjustments to many retirement plans regarding maximum contributions and deductions as well as changes in applicable income brackets. The IRS has announced new limits for 2025 in addition […]
In the Community: Investing in Alaska’s Future, One Student at a Time
Alaska’s future prosperity depends on a skilled and motivated workforce. At Alaska Wealth Advisors, we’re committed to nurturing the next generation of leaders. That’s why we’re investing in our community through internships and scholarships. By providing hands-on experience and financial support, we’re empowering students to reach their full potential and contribute to Alaska’s economic growth. […]
Meet our new team member – Aracelis Bell
My name is Aracelis Bell, and I am a Financial Advisor at Alaska Wealth Advisors, joining the team in August 2024. My journey in the financial industry spans over twenty-five years, beginning with Marketing One Securities in Portland, OR. It was there that I first experienced the dynamic, fast-paced nature of the industry, developing a […]
Introducing Alaska End-of-Life Alliance
Welcome guest author Rachel Bernhardt. Rachel is a cofounder and board member of the Alaska End-of-Life Alliance. After a decade of working as a tissue donation coordinator, Rachel dedicated her professional life to empowering Alaskans to receive the care they want at the end of life and after death. Introducing Alaska End-of-Life Alliance Death is […]
Financial Planning Tips for Young Professionals
Financial Planning Tips for Young Professionals As a finance student in my senior year at the University of Alaska Anchorage, I’ve had the unique experience of creating a small media business and making strategic investments in digital currency to help fund my college education. My goal is to become an expert in the field of […]
Creating a Financial Plan for Every Stage of Life
Financial planning is not a one-size-fits-all approach. Just as your financial goals, responsibilities, and priorities change over time, so should your financial strategy. Whether you are just starting out in your career, building a family, or preparing for retirement, a well-structured financial plan can help you stay on track and achieve your objectives. Here are […]
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 […]