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Blog

A trusted source for expert insights and practical tips to navigate the ever-changing world of personal finance. From saving strategies to investment guidance, we’re here to empower you with the knowledge and tools to achieve your financial goals.

Derek Stone

When I joined Alaska Wealth Advisor nearly a year ago, I was a newcomer to the financial industry. Having been equipped with the tools for success through my education and life experiences as a strong foundation, I realized there was still much to learn. This first year has been a

Meghan Carson, CPA, CFP®

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

Johnathon Brandt

I’m thrilled to be joining the Alaska Wealth Advisors team as an Associate Financial Advisor. My name is Johnathon Brandt, and I bring with me a diverse background in accounting and fiduciary services, along with a passion for helping clients achieve their financial goals. My journey in the world of

Marietta Hall, CFP®

2024 has brought some new positive changes from the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 which was passed in 2022. SECURE 2.0 has raised the Required Minimum Distribution (RMD) age and we are excited about the flexibility that brings. In 2024 the age is 73 and

Nic Cohen, CFP®

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

Sadie Bjornsen Maubet

Each year around the first of the year, our mailboxes receive a nice little green sheet of paper stating the assessed value of our homes. Our initial excitement to watch our home value grow is quickly sobered with the realization that with growth in value comes growth in property taxes.

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