Alterra Advisors

2022 Year-End Financial Planning Checklist

As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!

How Your Portfolio is Like a House

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio

What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.