Alterra Advisors

3 Steps to Enthusiastic Win-Win Money Decisions

Communicating with your partner isn’t always easy…especially when it comes to money. Many couples with the best intentions disagree, argue, and even part ways over finances. These 3 steps can help!

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6 Keys to Successful Investing

What separates successful investment strategies from those that fail? It’s usually not expert stock picking or timing the market – it’s leveraging what you control to your advantage. There are some things we don’t control: the market, tax laws, and inflation rates. But there are many things we do control: saving, spending, and sticking to your investment strategies. These 6 steps can help build an investment strategy based on what you can control.

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Do I Need Life Insurance?

Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.

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Washington’s New 7% Capital Gain Tax Explained

Washington State’s 7% capital gain tax has been signed into law. Here’s what you need to know and what you can do to prepare!

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3 Tips to Maximize Your HSA

Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA’s impact.

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Market Values, Inflation, WA State LTC Payroll Tax, & Life Portfolio – Webinar Replay

A replay of our April 28, 2021 webinar discussing market values, inflation, the WA State LTC payroll tax, and why you should have a retirement “life portfolio.”

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