Alterra Advisors

20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q1

What’s coming in 2023? We spend 20 minutes discussing what you need to know on the market, economy, and your portfolio!

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7 Retirement Changes in SECURE Act 2.0

Changes to RMDs, catch up contributions, and a new way to create wealth through 529 college savings plans.

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The Art of Giving a Good Referral

With a clear intent and a tactful approach, you can give a good referral to a friend or family member…stress-free!

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2022 Year-End Financial Planning Checklist

As we approach the end of 2022, here are a few simple tax saving tips to lighten the burden when you file your taxes next April!

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