Alterra Advisors
Category: Insights
How to Prepare for the Biden Income Tax Increases
The Biden administration has proposed a variety of tax changes. Revisions to income taxes are likely to affect many taxpayers. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
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Tax Reform, Markets & Inflation, Q2 in Review
The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.
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3 Steps to Enthusiastic Win-Win Money Decisions
Communicating with your partner isn’t always easy…especially when it comes to money. Many couples with the best intentions disagree, argue, and even part ways over finances. These 3 steps can help!
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6 Keys to Successful Investing
What separates successful investment strategies from those that fail? It’s usually not expert stock picking or timing the market – it’s leveraging what you control to your advantage. There are some things we don’t control: the market, tax laws, and inflation rates. But there are many things we do control: saving, spending, and sticking to your investment strategies. These 6 steps can help build an investment strategy based on what you can control.
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Do I Need Life Insurance?
Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.
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How to Prepare for the Biden Estate Tax Increases
The Biden administrations has proposed big tax law changes, with some of the most sweeping changes being made to taxes on assets passed on at death, often called estate taxes. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
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