Financial Planning Archives – Alterra Advisors

My Financial Advisor Won’t Answer This Question

A few years ago, we were approached by a new client with two questions...

Josh Whelan

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.

Zach Hamilton

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...

Josh Whelan

I Want to Retire Next Year…Am I Ready?

You’ve worked hard, invested well, and are finally ready to make the...

Joseph Kuehn

Recession-proof Your Retirement in 5 Steps

If seeing “recession” in the headlines makes you worry that your...

Josh Whelan

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!

Josh Whelan

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.

Josh Whelan

Recession-Proof Your Retirement – A Video Walkthrough

If seeing “recession” in the headlines makes you worry that your...

Alterra Advisors

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

A Guide to Buying Your First Rental Property

I’m thinking about buying a rental property but what should I...

Josh Whelan

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?

Josh Whelan