Alterra Advisors

Sudden Wealth – Dream Come True or Nightmare?

Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!

read more

2022 Contribution Limits for 401(k)s, IRAs and More

2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!

read more

3 Biggest Risks Facing Your Investment Plan

When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.

read more

What to Do (and Not Do) for Year-end Planning + Q3 in Review – Webinar Replay

Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what’s next for the market, economy, and your portfolios.

read more

What to Do (and Not Do) for Year-end Planning, Tax Reform & Q3 in Review

With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don’t let the tax tail wag the planning dog!

read more