Tax Time – Everything You Need to Know about 1099s
I would rather comment on how it is almost springtime instead of tax time, but the reality is that tax season is upon us and we need to prepare. Being an investor comes with additional tax reporting that is often not as straightforward or timely as a W-2. We are talking about Form-1099, which deals […]
Credit Score Myths De-Bunked
Consider your advisors here at Alaska Wealth Advisors as your personal myth busters for those pieces of information on personal finance that circulate and seem either not quite right or too good to be true. Today we set our sights on the myths around your credit score: the financial construct that can feel a bit […]
Thrift Savings Plan and Federal Employees Retirement System Considerations
Marietta Hall, CFP® & Dave Valdez, ChFC® We recently reviewed the TSP changes from 2022 in the context of our newest team member Dave Valdez. As a traditional guardsman in the Alaska Air National Guard, Dave is fortunate to participate in the Thrift Savings Plan. Recent changes and modernization of the TSP website made his […]
Prenuptial Agreement: To have or not to have? That is the question!
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
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 […]
Your Advisor’s Value – Beyond Market Returns
The start of new year often sees re-evaluation of one’s current financial situation and relationships. As a prudent investor, you may have reflected on the benefits and fees involved with partnering with a financial professional to help manage your investments and long-term planning. Clients and prospects aren’t the only ones who have made these considerations. […]
Your Intro to Secure Act 2.0
You likely have seen headlines regarding the recently passed Omnibus bill, and the SECURE Act 2.0 passed within it. The original SECURE Act passed in 2019 with about a dozen changes that impact retirement planning laws and regulations. The newly passed SECURE Act 2.0 contains a slew of changes, some of which will impact you. […]
Donor Advised Funds in the Season of Giving
The Season for Giving
Free Wills Clinic and Why Estate Planning Matters
