Simplifying Your Estate Planning & Creating a Harmonious Legacy
If you're like many individuals we encounter, you want to ensure your...
Simplifying Your Estate Planning & Creating a Harmonious Legacy
Insights
Get Ready to Retire in 8 Steps
Get Ready to Retire in 8 Steps
You’re ready to retire! Well…you’re ready to be retired. But are you...
Ensuring Your Business Thrives When You’re No Longer There
Ensuring Your Business Thrives When You’re No Longer There
Let's journey together for a moment through the winding roads of...
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
20 Minutes on the Market & Economy for Q4 2023
20 Minutes on the Market & Economy for Q4 2023
Happy fall from all of us here at Alterra! In this quarter's 20...
2024 Retirement Plan Contribution Limits
2024 Retirement Plan Contribution Limits
Here’s what you need to know about 2024 retirement plan contribution...
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
Transferring Wisdom with Your Wealth
Transferring Wisdom with Your Wealth
“We’ve worked hard to build and protect our wealth, not just for us,...
How to Avoid Paying $2.6 Million in Estate Taxes
How to Avoid Paying $2.6 Million in Estate Taxes
Did you know that a soon-to-be-expired law could help your family...
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...
How Direct Indexing Seeks to Reduce Portfolio Taxes
How Direct Indexing Seeks to Reduce Portfolio Taxes
Building an investment strategy involves balancing a variety of goals....
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
Retirement is a big transition both in life and in finances. It’s also...
Why Invest When I’m Getting Over 4% on Cash?
Why Invest When I’m Getting Over 4% on Cash?
Interest rates have increased dramatically since the start of 2022, in...
Don’t Let Inflation Ruin Your Retirement
Don’t Let Inflation Ruin Your Retirement
With costs rising seemingly faster than ever, you might be worried...
When should I update my will?
When should I update my will?
When should you update your will or estate plan? If you’ve taken the...