Life After the Business: Setting Intentions for the Next Chapter
January brings a unique mix of fresh energy and strategic reflection....
Life After the Business: Setting Intentions for the Next Chapter
Blog
2026 Tax Facts at a Glance
2026 Tax Facts at a Glance
As you navigate the financial landscape this year, staying informed...
2026 Retirement Plan Contribution Limits
2026 Retirement Plan Contribution Limits
As we step into the new year, several retirement accounts are getting...
Washington’s Long-Term Care Tax Update (2025): What’s Changed and What to Do Next
Washington’s Long-Term Care Tax Update (2025): What’s Changed and What to Do Next
Back in 2021, Washington State passed the WA Cares Act, creating a...
What Washington Families Need to Know About the 2025 Tax Law Changes
What Washington Families Need to Know About the 2025 Tax Law Changes
Washington’s estate and capital gains tax rules are changing — and for...
2025 Year End Financial Planning Checklist
2025 Year End Financial Planning Checklist
As we approach the end of 2025, here are a few simple tax saving tips...
Alterra Advisors Named Washington’s #1 Best Workplace by PSBJ
Alterra Advisors Named Washington’s #1 Best Workplace by PSBJ
We’re thrilled to announce that Alterra Advisors has been named the #1...
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Mark and Susie Donovan spent decades building a thriving construction...
The 2025 Tax Law: What Changed and What It Means for You
The 2025 Tax Law: What Changed and What It Means for You
On July 4, 2025, congress signed H.R.1, the “One Big Beautiful Bill...
What Being an Inc. Best Workplace Says About Our Culture
What Being an Inc. Best Workplace Says About Our Culture
At Alterra Advisors, we’re proud to share that we’ve been recognized...
Why Staying Invested Matters—Even in Volatile Markets
Why Staying Invested Matters—Even in Volatile Markets
When markets drop, it doesn’t just rattle numbers on a screen. It...
Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Washington State is rolling out major changes to its estate and...
How the Watkins Family Built a Legacy with Clarity & Confidence
How the Watkins Family Built a Legacy with Clarity & Confidence
For Eleanor and Jim Watkins, retirement wasn’t just about stepping...
Staying the Course: How Time Can Turn Volatility into Growth
Staying the Course: How Time Can Turn Volatility into Growth
If you’ve been a long-term investor, you’ve likely experienced the ups...
Financial Confidence: How to Make Better Decisions with Clarity and Purpose
Financial Confidence: How to Make Better Decisions with Clarity and Purpose
When it comes to big financial decisions, it’s easy to feel unsure. Am...
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.