Sequence of Returns: Why it Matters in Retirement
Stock market swings are always unsettling, whether you’re decades or...
Sequence of Returns: Why it Matters in Retirement
Josh Whelan
Advisor Advantage: the Value of Wealth Management
Advisor Advantage: the Value of Wealth Management
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.
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
We hope you’ve had a great first quarter of 2023! In this quarter's...
Silicon Valley Bank’s collapse explained
Silicon Valley Bank’s collapse explained
With the recent events at Silicon Valley Bank, we’re reaching out to...
4 Ways to Ruin Your Retirement
4 Ways to Ruin Your Retirement
Retirement is an exciting time of life but can also be quite daunting...
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity
529 college savings plans are one of the most popular ways to save for...
A Guide to Buying Your First Rental Property
A Guide to Buying Your First Rental Property
I’m thinking about buying a rental property but what should I...
The Art of Making a Good Introduction
The Art of Making a Good Introduction
With a clear intent and a tactful approach, you can make a good introduction to a friend or family member...stress-free!
Protecting Your Out-of-State Vacation Home (or Other Real Estate)
Protecting Your Out-of-State Vacation Home (or Other Real Estate)
If you live here in our home state of Washington, a winter getaway to...
Turn Long-Term Care Expenses into Tax-Free Income
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.
Market Declines: What We Can Learn from History
Market Declines: What We Can Learn from History
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.
How Much Do You Need to Retire?
How Much Do You Need to Retire?
Are you starting to think about making the transition to retirement?...
How Much Will Healthcare Cost in Retirement?
How Much Will Healthcare Cost in Retirement?
You’ve dreamed big, planned carefully, invested well, and you’re ready...
The Best Day of the Year to Invest
The Best Day of the Year to Invest
If you have a lump sum of money sitting in the bank, you might find...
Are Inflation & Interest Rates Peaking?
Are Inflation & Interest Rates Peaking?
In June, the Consumer Price Index report showed that inflation rose...