20 Minutes on the Market, Q1 2024
Happy 2024! In this quarter's 20 Minutes on the Market, we cover three...
20 Minutes on the Market, Q1 2024
Insights
The Hidden Risk of the S&P 500
The Hidden Risk of the S&P 500
When an index like the S&P 500 rallies, as it did in 2023, a few...
4 Ways You Can STILL Save Taxes for 2023
4 Ways You Can STILL Save Taxes for 2023
Worried you missed your chance to reduce your income taxes for 2023?...
5 Easy Ways to Reduce Estate Taxes
5 Easy Ways to Reduce Estate Taxes
Moving assets out of your estate to reduce estate taxes doesn’t always mean a complex web of trusts and legal documents. Here are simple ideas you can use today!
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Planning for the unexpected is an important part of your financial plan....
Why Most Estate Plans Fail and 3 Steps to Build One That Doesn’t
Why Most Estate Plans Fail and 3 Steps to Build One That Doesn’t
If you're like many of the multi-generational families we work with, you...
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 at the Helm
Ensuring Your Business Thrives When You’re No Longer at the Helm
If you're like many business owners we serve, your company is more than a...
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 comes...
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 Minutes...
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 assets...
Transferring Wisdom with Your Wealth
Transferring Wisdom with Your Wealth
“We’ve worked hard to build and protect our wealth, not just for us, but...
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 avoid...
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...
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.