The College Countdown: A Parent & Student Roadmap for Post-Graduation Planning
Many of Anchorage’s high schools celebrated their graduations this past week. Congratulations to these students as they get ready for the next chapter of their lives, whether it’s college, starting a career, or pursuing a different path altogether – and an extra shout out to all those Dimond Lynx! We know achieving academic success is […]
What is Advisor Alpha?
What is Advisor Alpha? A recent Vanguard study has illuminated a compelling truth: engaging with an advisor who is well-versed in industry best practices can potentially add up to 3% in net returns in additional value for clients.¹ This finding is a testament to the profound impact that expert financial guidance can have on wealth […]
Freezing a Minor’s Credit: Protecting Their Future
With fraudulent activity on the rise, most of us make data security and a regular review of credit card statements part of our own personal routine. However, your child almost certainly can’t say the same. Most parents likely think of credit and data security as something to discuss with their children once they’re teenagers, thinking […]
Guest Author, Chris Lauer – The New Corporate Transparency Act
Corporations. LLCs. Limited partnerships. Whatever the form, millions of Americans own interests in entities like these, and millions more exercise control over them as managers and directors. There are good reasons why so many people own and control entities like these: they can limit an owner’s personal liability, manage important assets without dispersing control among […]
Spring Cleaning Your Financial Safe: A Guide to Decluttering Your Important Documents
As flowers bloom and the days grow longer, spring brings a sense of renewal and a perfect opportunity to spring clean your home. And what about your financial wellness? This season, extend your spring-cleaning efforts to include the essential documents and valuables in your safe. As always, we recommend consulting with your team of experts: […]
Quarterly Performance Reports: A Clear Look at Your Investment Journey
Quarterly Performance Reports: A Clear Look at Your Investment Journey As we close out the first quarter and prepare to share your Q1 performance, we at Alaska Wealth Advisors understand the importance of keeping your financial goals at the forefront of everything we do. Quarterly Performance Reports (QPR) are one way that we communicate how […]
Understanding Retirement Account Contribution Limits in 2024
Planning for retirement involves making strategic decisions about how to save and invest your money. Contributing to retirement accounts is a key aspect of this planning, but it’s important to be aware of the contribution limits set by the IRS for various types of accounts. In 2024, these limits remain critical factors for those seeking […]
Optimizing Employer Sponsored “After-Tax Contributions”
Not every employer sponsored 401(k) plan is created equal. Many larger employers plans allow “After-Tax Contributions”, inside their 401(k) plan. These “After-Tax Contributions” often are for contributions made by an employee above the employee contribution limit, but some plans allow you to contribute to them over time. Employees with plans allowing these types of contributions […]
5 Considerations for Bridging an Early Retirement
Many individuals face the decision about whether to retire early – either by choice, stemming from a desire to enjoy more years of leisure, or due to unanticipated changes in employment or other life circumstances. Whatever the situation may be, there are several important factors to consider throughout the decision-making process. Our top 5 list […]
Improve Your Tax Filing
It is that time of year again when 1099s and W-2s start flowing in. This year’s filing deadline is April 15 (unless you delay). The past couple of years had deadlines that did not fall on the 15th, but this year does. Here are several simple recommendations that may improve your filing and future tax […]