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Meet our summer intern – Quincy Donley

I am excited to be joining Alaska Wealth Advisors as a summer intern! I have a strong interest in pursuing a career in finance, and this internship is an excellent opportunity to gain experience in my hometown. I grew up here in Anchorage where skiing, running, biking, hiking and being active outside were all a […]

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 […]

Find us on the “America’s Top RIA Firms” Forbes list!

We are thrilled to announce that Alaska Wealth Advisors has been selected for the Forbes “America’s Top RIA Firms” of 2023. Landing on the list includes an extensive quantitative and qualitative review by independent and world-renowned SHOOK Research. Our tremendous growth, as an indication of a successful firm, was the first step in being considered […]

Guest Author – Kevin Berry

Students are increasingly associating higher education with the burden of student debt, leaving students and parents searching for affordable alternatives or delaying enrollment. Fortunately, most degrees still pay out in the long run, and attending university can be a smart first step in a young person’s career path. The well-known risks and downsides of accumulating […]

Is now a good time to sell my iBonds?

With the increasing question regarding the longevity of inflation proof bonds or “iBonds” as a leader in the fixed income industry, building this reference point allows you to take this information and customize it for your unique circumstances. If one thing is for sure in this industry, it is that there are so many questions […]

Meet our summer intern – Sterling Retzlaff

Meet our summer intern - Sterling Retzlaff

My name is Sterling Retzlaff, and I am the summer intern here at Alaska Wealth Advisors. I am currently a senior at Texas Tech University in Lubbock, TX where I study Personal Financial Planning. I grew up in Eagle River, Alaska though so when I heard of the opportunity to intern at Alaska Wealth Advisors, […]

Meet our newest team member – Derek Stone

Meet our newest team member - Derek Stone

My name is Derek Stone, and I am the newest associate financial advisor at Alaska Wealth Advisors. It has been a fast 6 weeks. I started between the end of the fiscal first quarter and tax season, one of our busiest times of the year. Because I started at such an active time, I was […]

You Still Have Time! 2022 IRA Contributions

You Still Have Time- 2022 IRA contributions deadline

2022 IRA Contributions Deadline April 18, 2023, is the deadline to make your 2022 IRA contributions. The 2022 limit is $6,000 per individual for Traditional or Roth IRA. If you are age 50 or older, you can add a further $1,000 “catch-up” contribution bringing the total to $7,000.  If you are interested in learning more […]

Prenuptial Agreement: To have or not to have? That is the question!

Prenuptial Agreement- To have or not to have

We are pleased to have Doug Perkins as our guest author this week.  As a Certified Divorce Financial Analyst, I am brought in to help with the financial division of assets in a divorce. I also work with a number of clients who have survived a divorce and now find themselves in a new relationship. My recommendation […]

Taxes by State – A piece of the retirement puzzle

Taxes by State - A piece of the retirement puzzle

As people drift closer to retirement, one of the more exciting things to start planning for is “if and where” they are going to relocate after they finish working. Whether it is the sun calling their name, a new pace of life, or grandkids, there is a lot to consider. Some of the most common […]

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