Estate Taxes Changed Twice. Does Your Plan Still Work?
If you feel like the rules keep shifting under you, you're not imagining...
Estate Taxes Changed Twice. Does Your Plan Still Work?
Josh Whelan
Beyond the 401(k): Tax Savings Many Business Owners are Missing
Beyond the 401(k): Tax Savings Many Business Owners are Missing
Ask most business owners how they picked their retirement plan, and...
The Iran Conflict, Market Volatility, and What History Tells Us
The Iran Conflict, Market Volatility, and What History Tells Us
If you’ve been watching the markets lately, you’ve likely noticed more...
It’s Not Too Late to Save Taxes for 2025!
It’s Not Too Late to Save Taxes for 2025!
Did you miss your chance to lower your taxes for last year? Not...
The Four Essential Points of the Wealth Journey
The Four Essential Points of the Wealth Journey
At Alterra, we believe great financial outcomes come from a clear...
A Clear Start: Reviewing Your Legacy Plan
A Clear Start: Reviewing Your Legacy Plan
The start of a new year often brings legacy questions into sharper focus...
Starting Your Year on Track: A Thoughtful Annual Retirement Review
Starting Your Year on Track: A Thoughtful Annual Retirement Review
January has a way of inviting reflection. The holidays wind down,...
Washington’s Long-Term Care Tax Update (2025): What’s Changed and What to Do Next
Washington’s Long-Term Care Tax Update (2025): What’s Changed and What to Do Next
Back in 2021, Washington State passed the WA Cares Act, creating a...
What Washington Families Need to Know About the 2025 Tax Law Changes
What Washington Families Need to Know About the 2025 Tax Law Changes
Washington’s estate and capital gains tax rules are changing — and for...
2025 Year End Financial Planning Checklist
2025 Year End Financial Planning Checklist
As we approach the end of 2025, here are a few simple tax saving tips to...
Alterra Advisors Named Washington’s #1 Best Workplace by PSBJ
Alterra Advisors Named Washington’s #1 Best Workplace by PSBJ
We’re thrilled to announce that Alterra Advisors has been named the #1...
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Mark and Susie Donovan spent decades building a thriving construction...
The 2025 Tax Law: What Changed and What It Means for You
The 2025 Tax Law: What Changed and What It Means for You
On July 4, 2025, congress signed H.R.1, the “One Big Beautiful Bill Act,”...
Why Staying Invested Matters—Even in Volatile Markets
Why Staying Invested Matters—Even in Volatile Markets
When markets drop, it doesn’t just rattle numbers on a screen. It stirs...
Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Washington State is rolling out major changes to its estate and capital...
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.