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 […]
More Gifts From the SECURE Act 2.0
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 by 2033 it will be […]
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 […]
Don’t Miss Potential Property Tax Savings
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. Before writing that check you […]
Navigating the Investment Headline Jungle: Differentiating Signal from Noise
Finance is notoriously fast-paced and staying informed is crucial, but not all news is created equal. In an era of information overload, it’s essential for investors to distinguish between valuable insights and mere clickbait. Let’s explore strategies to help digest headline news about investments effectively and identify when an article is worth a deeper dive. […]
Another Kind of Freeze/Thaw: How and When to Freeze Your Credit
Freezing your credit is an easy way to proactively protect yourself against identity theft, or to prevent further misuse of your personal information if you suspect that it’s been compromised. What is a credit freeze? Freezing your credit reduces access to your credit report and prevents new account openings, which is especially important if you […]
Setting Resolutions for (Financial) Success
The start of a new year feels refreshing, invigorating, and often times optimistic. It is a chance to begin again. We have a culture of creating “New Year’s Resolutions,” yet many of us find failure shortly into our attempts. Studies show that by February, 80% of New Year’s Resolutions have been abandoned.1 Don’t be disheartened! […]
Pay Attention to Your RSUs!
Managing the Restricted Stock Units (RSUs) that your employer awards you is a nuanced process. Diversification is a fundamental principle in modern portfolio theory, and it plays a pivotal role in reducing a portfolio’s risk with a concentrated position. It is essentially the idea of optimizing your returns by spreading money across many different asset […]
What is the right claiming strategy?
As individuals approach retirement, one critical decision they face is when to start claiming Social Security benefits. The age at which you choose to claim can significantly impact the amount you receive, and each option comes with its own set of positive and negative aspects. At Alaska Wealth Advisors, we understand that every individual’s financial […]
Find Your Missing Money
At Alaska Wealth Advisors, we’re committed to going the extra mile for our clients. Whether it’s devising innovative savings strategies, optimizing investment allocations, or assisting you in achieving your retirement goals, we’re dedicated to ensuring your financial success. While we assume many roles in serving our clients, one title that might surprise you is “treasure […]