From Making Money to Building Wealth: A Guide for Business Owners
Many successful business owners share a common story: they have the...
From Making Money to Building Wealth: A Guide for Business Owners
Grant Monson
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 There
Ensuring Your Business Thrives When You’re No Longer There
Let's journey together for a moment through the winding roads of...
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 helps lower your taxes because many kinds...
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...
I’m retired…why has my portfolio been so volatile?
I’m retired…why has my portfolio been so volatile?
The headlines have recently been full of news about inflation, high...
Understanding Retirement Income – Where Does Your Paycheck Come From?
Understanding Retirement Income – Where Does Your Paycheck Come From?
Where will my paycheck come from when I’m retired? If you’re about to...
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.