Building a Legacy: The Evolution of Alaska Wealth Advisors
Building a Legacy: The Evolution of Alaska Wealth Advisors At Alaska Wealth Advisors, we have always been driven by a single mission: to provide exceptional service and financial expertise to our clients while fostering meaningful connections within our community. Today, we’re thrilled to share a milestone that underscores our commitment to this mission and ensures […]
Alaska Wealth Advisors: National Recognition, Local Dedication
At Alaska Wealth Advisors, we deliver financial guidance that reflects both expertise and deep personal commitment. This dedication has once again placed us in the national spotlight. We are delighted to share that Newsweek, in partnership with Plant-A Insights Group, has named us one of America’s Top Financial Advisory Firms for 2025. This recognition follows […]
A Wealth Management Journey: Growth, Guidance, and Gratitude
A Wealth Management Journey: Growth, Guidance, and Gratitude In the summer of 2023, I shared a vision for my future with a loved one that one day, I would become an investment analyst. Her response was both unexpected and encouraging. She paused, pulled out her phone, and began recording, asking me to repeat my words […]
Maximizing Your Retirement Savings in 2025
With the new year rapidly approaching, so is the opportunity for increased contribution limits. The SECURE 2.0 Act of 2022 has allowed the IRS to make cost-of-living adjustments to many retirement plans regarding maximum contributions and deductions as well as changes in applicable income brackets. The IRS has announced new limits for 2025 in addition […]
In the Community: Investing in Alaska’s Future, One Student at a Time
Alaska’s future prosperity depends on a skilled and motivated workforce. At Alaska Wealth Advisors, we’re committed to nurturing the next generation of leaders. That’s why we’re investing in our community through internships and scholarships. By providing hands-on experience and financial support, we’re empowering students to reach their full potential and contribute to Alaska’s economic growth. […]
Meet our new team member – Aracelis Bell
My name is Aracelis Bell, and I am a Financial Advisor at Alaska Wealth Advisors, joining the team in August 2024. My journey in the financial industry spans over twenty-five years, beginning with Marketing One Securities in Portland, OR. It was there that I first experienced the dynamic, fast-paced nature of the industry, developing a […]
Introducing Alaska End-of-Life Alliance
Welcome guest author Rachel Bernhardt. Rachel is a cofounder and board member of the Alaska End-of-Life Alliance. After a decade of working as a tissue donation coordinator, Rachel dedicated her professional life to empowering Alaskans to receive the care they want at the end of life and after death. Introducing Alaska End-of-Life Alliance Death is […]
Financial Planning Tips for Young Professionals
Financial Planning Tips for Young Professionals As a finance student in my senior year at the University of Alaska Anchorage, I’ve had the unique experience of creating a small media business and making strategic investments in digital currency to help fund my college education. My goal is to become an expert in the field of […]
Creating a Financial Plan for Every Stage of Life
Financial planning is not a one-size-fits-all approach. Just as your financial goals, responsibilities, and priorities change over time, so should your financial strategy. Whether you are just starting out in your career, building a family, or preparing for retirement, a well-structured financial plan can help you stay on track and achieve your objectives. Here are […]
Health Insurance – Fall Open Enrollment Periods
As the daylight hours are dwindling, we can look forward to fall and checking off those year-end tasks. Medicare and the HealthCare.gov marketplaces have overlapping open enrollment periods to obtain coverage starting January 1st of the following year. Those experiencing qualifying events may be subject to a special enrollment period outside of the following dates. […]