by Alterra Advisors | Dec 21, 2018 | Financial Planning, Wealth Management
During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track. Declines are historically common and temporaryProblem: Declines can cause imprudent...
by Josh Whelan | Dec 10, 2018 | Blog, Estate & Legacy Planning, Financial Planning, Philanthropic Planning
In over a decade of helping families and business owners plan for their financial futures, I’ve found that, deep down, people love people. It may look and sound different from person to person, but it’s there. Compassion for hungry families, care for children in...
by Josh Whelan | Dec 6, 2018 | Blog, Financial Planning, Planning for Dentists, Retirement Planning, Tax Planning, Wealth Management
It’s one of the most frequent discussions we have with new dental practice owners: “What retirement plan should I choose for my new practice? A friend recommended a Simple IRA and another colleague has a 401(k). Which is right for me?”The right...
by Zach Hamilton | Dec 5, 2018 | Blog
Mark and Susan had given money to charity every year of their 35 years together – it’s a line item in their budget that never gets missed. They’ve also been responsible investors and were just about ready to retire or, as they put it, “take on full time...
