As our cheerful holiday decorations go up and many of us prepare for time with friends and family, we pause to reflect on what matters most. We want to share our sincere gratitude with everyone connected to our work, our clients, colleagues, partners, and the community that supports us. We are fortunate to work with people who care deeply about their families, their futures, and the well-being of our community, and we never take that trust for granted.
Along with this moment of reflection, we encourage everyone to take one simple, high-impact year-end step.
Take Five Minutes: Review Your Beneficiaries
Life changes—marriages, divorces, births, and losses—but beneficiary designations do not automatically update. This small task is critical to safeguarding your legacy. A quick review of your retirement accounts, life insurance policies, and other key assets ensures:
- Your exact wishes are carried out.
- Your loved ones remain protected as intended.
- You prevent potential tax or legal complications down the road.
It is a small task that provides enormous peace of mind. As always, your advisory team is available to confirm which accounts need review and answer any questions you may have.
Alaska Wealth Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Alaska Wealth Advisors’ investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, both of which are available upon request.
