Alterra Advisors

3 Ideas to Connect Generations with Generosity

Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!

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4 Parts of a Joy-Filled Retirement “Life Portfolio”

What if we thought of retirement as a starting line rather than a finish line? Think beyond the superficial hobbies and vacations. An intentionally designed “life portfolio” can bring satisfaction in knowing that you continue to make a difference in your life and in the lives of those you care about.

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