The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is...
Once you’ve saved enough to retire, the question of where to retire is...
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.
We hope you’ve had a great first quarter of 2023! In this quarter's...
Do you have company stock in your 401(k)? You might if you spent your...
Imagine you’re on a walk with wealthy friends and they talk about the...
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.
If you've accumulated a large amount of cash and your bank interest rate is .01% but you're fearful of stock market, what should you do? Your money could be working harder for you, but the market looks scary. So…now what? Here's how to put cash to work in any market!
Washington State's 7% capital gain tax has been signed into law and survived legal challenge in the WA State supreme court. Here's what you need to know and what you can do to prepare!
Have you ever had a rough day on the job and thought that early...
If seeing “recession” in the headlines makes you worry that your...
With the recent events at Silicon Valley Bank, we’re reaching out to...
Will Social Security run out of money? You may have heard warnings about this dire scenario, though this assumes no action will be taken. So, what’s the real risk of Social Security disappearing?
Retirement is an exciting time of life but can also be quite daunting...
How’s my portfolio doing? Is it beating the S&P 500? This is a common path that many investors take when evaluating their investment strategies, especially when a well-known index like the S&P 500 rallies ahead of many others – but should you? Here's a closer look at the S&P 500 and three principles to confidently build and evaluate your strategies.
529 college savings plans are one of the most popular ways to save for...