Alterra Advisors

Keys to Prevailing Through Stock Market Declines

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.

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3 Ways to Give More and Feel Better About It

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.

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Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my new dental practice?

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 answer usually comes down to a single question: How much do the owner(s)… Read More »

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Charitable Giving through Donor Advised Funds

Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!

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