Alterra Advisors

Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my new dental practice?

Charitable Giving through Donor Advised Funds

Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns.

Details More People Should Know About Medicare

Before you enroll, take note of what the insurance does not cover and the changes ahead.