Ryan Colis, Author at Alterra Advisors

Start the Year Strong: A Financial Checklist

The start of the year is a great time to step back and make sure your...

Ryan Colis

2025 Tax Facts At A Glance

As you navigate the financial landscape this year, staying informed...

Ryan Colis

Rolling the calendar forward from 2024 into 2025

2025 Retirement Plan Contribution Limits

With the new year comes increased retirement plan contribution limits,...

Ryan Colis

2024 Year End Tax Planning Checklist

As we approach the end of 2024, here are a few simple tax saving tips...

Ryan Colis

Corporate Transparency Act: New Reporting Requirements for Businesses

Do you own all or part of an LLC, Corporation, or other business...

Ryan Colis

4 Ways You Can STILL Save Taxes for 2023

Worried you missed your chance to reduce your income taxes for 2023?...

Ryan Colis

2023 Year End Tax Planning Checklist

As we approach the end of 2023, here are a few simple tax saving tips...

Ryan Colis

2024 Retirement Plan Contribution Limits

Here’s what you need to know about 2024 retirement plan contribution...

Ryan Colis

Save Taxes on Company Stock in Your 401k

Do you have company stock in your 401(k)? You might if you spent your...

Ryan Colis

Will Social Security Disappear?

Will Social Security run out of money? You may have heard warnings about this dire scenario, though this assumes no action will be taken. So, what’s the real risk of Social Security disappearing?

Ryan Colis

My Portfolio & the S&P 500

How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.

Ryan Colis