Alterra Advisors

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!

How Your Portfolio is Like a House

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

Webinar Replay – 20 Minutes on the Market, Economy, and Your Portfolio

What you need to know on the market, economy, and your portfolio in 20 minutes. Plus, with the midterm elections around the corner, we include a bonus on how markets respond to elections.

Market Declines: What We Can Learn from History

Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.

2023 Retirement Plan Contribution Limits

Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!