Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to...
Maximizing Your Estate: A Case Study in Premium Financing
Financial Planning
My Financial Advisor Won’t Answer This Question
My Financial Advisor Won’t Answer This Question
A few years ago, we were approached by a new client with two questions...
The Best Way to Build Wealth
The Best Way to Build Wealth
What’s the best way to build wealth? The answer is…there is no single BEST way to build wealth. We think the right question is: What is the best way to build wealth for you? This question requires a process, a method to find your ideal mix of strategies.
What You Can Spend 529 Money On (and What You Can’t)
What You Can Spend 529 Money On (and What You Can’t)
529 college savings plans can be a great way to prepare for future...
I Want to Retire Next Year…Am I Ready?
I Want to Retire Next Year…Am I Ready?
You’ve worked hard, invested well, and are finally ready to make the...
Recession-proof Your Retirement in 5 Steps
Recession-proof Your Retirement in 5 Steps
If seeing “recession” in the headlines makes you worry that your...
I Want $150,000 Per Year in Retirement. How Much Should I Save?
I Want $150,000 Per Year in Retirement. How Much Should I Save?
What's your number? The amount you need in your nest egg to retire? Here's how to find out!
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.
Recession-Proof Your Retirement – A Video Walkthrough
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your...
Will Social Security Disappear?
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?
My Portfolio & the S&P 500
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.
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...
Correction, Bear Market, and Recession…What They Mean for You
Correction, Bear Market, and Recession…What They Mean for You
When the market is up, terms like bull market and economic expansion pass by without concern. But when the market turns down, terms like correction, bear market and recession add confusion to uncertainty and increase anxiety. But, what do these terms actually mean?
6 Tips for Better Financial Conversations with Aging Parents
6 Tips for Better Financial Conversations with Aging Parents
If you worry about aging parents, you’re not alone. Worldwide, the...
A Guide to Tax Efficient Investing
A Guide to Tax Efficient Investing
Taxes are a big part of life, most notably in that rush to file your...