Retirement Planning Archives – Alterra Advisors

2024 Retirement Plan Contribution Limits

Here’s what you need to know about 2024 retirement plan contribution...

Ryan Colis

I’m a Risk Taker…Do I Have to Stop Because I’m Retired?

Retirement is a big transition both in life and in finances. It’s also...

Craig Hamilton

Don’t Let Inflation Ruin Your Retirement

With costs rising seemingly faster than ever, you might be worried...

Josh Whelan

I Want to Retire Next Year…Am I Ready?

You’ve worked hard, invested well, and are finally ready to make the...

Joseph Kuehn

Recession-proof Your Retirement in 5 Steps

If seeing “recession” in the headlines makes you worry that your...

Josh Whelan

Sequence of Returns: Why it Matters in Retirement

Stock market swings are always unsettling, whether you’re decades or...

Josh Whelan

Can I Retire Early?

Have you ever had a rough day on the job and thought that early...

Craig Hamilton

Recession-Proof Your Retirement – A Video Walkthrough

If seeing “recession” in the headlines makes you worry that your...

Alterra Advisors

Will Social Security Disappear?

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?

Ryan Colis

4 Ways to Ruin Your Retirement

Retirement is an exciting time of life but can also be quite daunting...

Josh Whelan

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

Joseph Kuehn