What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.
We hope you’ve had a great first quarter of 2023! In this quarter's...
With the recent events at Silicon Valley Bank, we’re reaching out to...
Retirement is an exciting time of life but can also be quite daunting...
529 college savings plans are one of the most popular ways to save for...
I’m thinking about buying a rental property but what should I...
With a clear intent and a tactful approach, you can make a good introduction to a friend or family member...stress-free!
If you live here in our home state of Washington, a winter getaway to...
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.
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
Are you starting to think about making the transition to retirement?...
You’ve dreamed big, planned carefully, invested well, and you’re ready...
If you have a lump sum of money sitting in the bank, you might find...
In June, the Consumer Price Index report showed that inflation rose...
The first two quarters of 2022 marked the worst start for the stock...