Alterra Advisors

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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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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When Should I Take Social Security?

When should I start Social Security? Should I take it now or wait until I’m 70? We hear this question in almost every retirement planning meeting. The right choice depends on your specific needs, but this guide will help you weigh your options and pick the best one for you!

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Tax-Loss Harvesting: Using Losses to Increase Return

No one likes a seeing their investments lose value. But opportunities exist in any situation, including market downturns. One such opportunity is called tax-loss harvesting. We discuss what it is, how it can help and when you might consider using it.

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