What are Trump Accounts? A Quick Guide for Parents and Grandparents
Trump Accounts, a new type of retirement account for children created it...
What are Trump Accounts? A Quick Guide for Parents and Grandparents
Blog
What 5 Business Owners Wish They’d Known Before They Sold
What 5 Business Owners Wish They’d Known Before They Sold
Going into this project, I expected to write a story about loss. When...
Making the Most of What You Give
Making the Most of What You Give
Many families we talk to are already generous. They give consistently....
Alterra Advisors Recognized as an Inc. Best Workplace 2026
Alterra Advisors Recognized as an Inc. Best Workplace 2026
At Alterra Advisors, we believe that great outcomes for our clients begin...
What If Market Volatility Could Actually Help Your Retirement Plan?
What If Market Volatility Could Actually Help Your Retirement Plan?
If you’re retired, market volatility does not feel like an opportunity....
Creating More Freedom Without Leaving Your Business
Creating More Freedom Without Leaving Your Business
If you are like many business owners with a company you love, your...
The Solo Business Owner’s Path Toward Financial Independence
The Solo Business Owner’s Path Toward Financial Independence
If you are a solo business owner, you probably don’t have a large team or...
How to Avoid Income Tax Surprises in Retirement
How to Avoid Income Tax Surprises in Retirement
For many retirees, taxes don’t feel like a problem until it’s too late....
Financial Lessons from Every Decade of Life (10–100)
Financial Lessons from Every Decade of Life (10–100)
I’m almost 70 years old. I’ve spent nearly 50 years working in the...
The Iran Conflict, Market Volatility, and What History Tells Us
The Iran Conflict, Market Volatility, and What History Tells Us
If you’ve been watching the markets lately, you’ve likely noticed more...
Washington’s New Millionaire Tax: What High Earners and Business Owners Need to Know
Washington’s New Millionaire Tax: What High Earners and Business Owners Need to Know
For decades, Washington has been known for one defining feature: no...
It’s Not Too Late to Save Taxes for 2025!
It’s Not Too Late to Save Taxes for 2025!
Did you miss your chance to lower your taxes for last year? Not...
The Four Essential Points of the Wealth Journey
The Four Essential Points of the Wealth Journey
At Alterra, we believe great financial outcomes come from a clear...
A Clear Start: Reviewing Your Legacy Plan
A Clear Start: Reviewing Your Legacy Plan
The start of a new year often brings legacy questions into sharper focus...
Helping the Next Generation Without Enabling Them
Helping the Next Generation Without Enabling Them
Many families today are navigating a tension that previous generations...
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.