Alterra Advisors

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.

read more

Buy-Sell Agreements in Business Succession Planning

For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.

read more

3 Ideas to Connect Generations with Generosity

Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!

read more

4 Parts of a Joy-Filled Retirement “Life Portfolio”

What if we thought of retirement as a starting line rather than a finish line? Think beyond the superficial hobbies and vacations. An intentionally designed “life portfolio” can bring satisfaction in knowing that you continue to make a difference in your life and in the lives of those you care about.

read more

Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits

In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.

read more

Is Long Term Care Insurance Right for You?

When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.

read more