Life After the Business: Setting Intentions for the Next Chapter
January brings a unique mix of fresh energy and strategic reflection....
Life After the Business: Setting Intentions for the Next Chapter
Grant Monson
What Being an Inc. Best Workplace Says About Our Culture
What Being an Inc. Best Workplace Says About Our Culture
At Alterra Advisors, we’re proud to share that we’ve been recognized...
From Making Money to Building Wealth: A Guide for Business Owners
From Making Money to Building Wealth: A Guide for Business Owners
Many successful business owners share a common story: they have the...
Alterra Advisors Recognized as an Inc. Best Workplace 2024
Alterra Advisors Recognized as an Inc. Best Workplace 2024
Each year, Inc.com compiles a list of Best Workplaces, companies they...
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2024
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2024
Each year, Puget Sound Business Journal Washington Best Workplaces...
Alterra Advisors Recognized by PSBJ for Corporate Philanthropy
Alterra Advisors Recognized by PSBJ for Corporate Philanthropy
Each year, Puget Sound Business Journal recognizes local companies for...
Worried About Estate Taxes? These Two Strategies Can Help!
Worried About Estate Taxes? These Two Strategies Can Help!
Do you find yourself at a crossroads in life, juggling the...
Simplifying Your Estate Planning & Creating a Harmonious Legacy
Simplifying Your Estate Planning & Creating a Harmonious Legacy
If you're like many individuals we encounter, you want to ensure your...
Ensuring Your Business Thrives When You’re No Longer at the Helm
Ensuring Your Business Thrives When You’re No Longer at the Helm
If you're like many business owners we serve, your company is more...
How to Avoid Paying $2.6 Million in Estate Taxes
How to Avoid Paying $2.6 Million in Estate Taxes
Did you know that a soon-to-be-expired law could help your family...
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2023
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2023
Each year, Puget Sound Business Journal Washington Best Workplaces...
Should I Leave Washington State to Avoid the Estate Tax?
Should I Leave Washington State to Avoid the Estate Tax?
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
Don’t Pay Too Much Tax on Your Retirement Income
Don’t Pay Too Much Tax on Your Retirement Income
Saving for retirement often means lower taxes while you’re working....
Do I Need to Worry About Estate Taxes?
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of...
5 Ways to Reduce Estate Taxes: a Video Walkthrough
5 Ways to Reduce Estate Taxes: a Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.