Alterra Advisors
Author: Ryan Colis
Buy-Sell Agreements in Business Succession Planning
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.
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Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
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Is Long Term Care Insurance Right for You?
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
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When to Expect Your 2020 Tax Forms
As you prepare your taxes, here are answers to frequently asked questions about tax documents from your investment accounts. When should I expect to receive my tax documents? This varies by account type: January 31 for IRAs, 401(k)s and other Retirement Accounts – you’ll only receive a tax form if you had a conversion or distribution… Read More »
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Should I Pay Off My Mortgage Early?
I’m thinking of paying my mortgage off early. Being debt free would feel great, but is this a good strategy? Should I be investing those extra dollars instead?
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