by Alterra Advisors | Jun 11, 2019 | News
Alterra Advisors is looking for a true ‘A’ player to join our team for an internship. This role will be a great opportunity for an individual who willing to learn and has an interest in the financial planning and wealth management industry. Through this internship,...
by Alterra Advisors | Jun 11, 2019 | Blog, Financial Planning, Retirement Planning
Worldwide, the number of people aged 60 and older is growing. By 2050, this demographic will be more than twice as large as it was in 2015. Some of these seniors could face a financial test. Will they be able to look after their investments or financial matters at age...
by Alterra Advisors | Jun 7, 2019 | Blog, Financial Planning, Insurance Planning, Wealth Management
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may...
