How Your Portfolio is Like a House
When the stock market drops or crashes, have you ever had this...
How Your Portfolio is Like a House
Insights
I Want $150,000 Per Year in Retirement. How Much Should I Save?
I Want $150,000 Per Year in Retirement. How Much Should I Save?
What's your number? The amount you need in your nest egg to retire? Here's how to find out!
6 Strategies to Make a Down Market Work for You
6 Strategies to Make a Down Market Work for You
No one enjoys seeing portfolios drop due to a downturn in the stock...
Don’t Pay Too Much Tax on Your Retirement Income
Don’t Pay Too Much Tax on Your Retirement Income
Saving for retirement often helps lower your taxes because many kinds...
The Four Quadrants of Retirement Income
The Four Quadrants of Retirement Income
If you are approaching retirement, do you worry about making costly...
Why You Need a Plan, Not Just a Portfolio
Why You Need a Plan, Not Just a Portfolio
“Should I make a change to my investment portfolio? What would you do...
Sequence of Returns: Why it Matters in Retirement
Sequence of Returns: Why it Matters in Retirement
Stock market swings are always unsettling, whether you’re decades or...
Do I Need to Worry About Estate Taxes?
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of...
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
Washington State’s 7% capital gain tax passed into law in 2021 and was...
The BEST State to Retire In
The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is...
Advisor Advantage: the Value of Wealth Management
Advisor Advantage: the Value of Wealth Management
What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
We hope you’ve had a great first quarter of 2023! In this quarter's...
Save Taxes on Company Stock in Your 401k
Save Taxes on Company Stock in Your 401k
Do you have company stock in your 401(k)? You might if you spent your...
The “Legacy Formula” for a Compelling Legacy
The “Legacy Formula” for a Compelling Legacy
Imagine you’re on a walk with wealthy friends and they talk about the...
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington State's LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.