Ask Alterra Anything: Social Security, Legacy, and Staying Steady Through a Downturn
We asked what you’d like to hear from us on, and three common questions...
Ask Alterra Anything: Social Security, Legacy, and Staying Steady Through a Downturn
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2026 Year End Financial Planning Checklist
2026 Year End Financial Planning Checklist
As we approach the end of 2026, here are a few simple tax saving tips to...
Lower Your Taxes in Your Highest-Income Business Years
Lower Your Taxes in Your Highest-Income Business Years
What if the very years that finally reward your hardest work are also the...
What 5 Retirees Wish They’d Known Before They Retired
What 5 Retirees Wish They’d Known Before They Retired
When I set out to interview retirees for this article, I expected the...
Estate Taxes Changed Twice. Does Your Plan Still Work?
Estate Taxes Changed Twice. Does Your Plan Still Work?
If you feel like the rules keep shifting under you, you're not imagining...
Beyond the 401(k): Tax Savings Many Business Owners are Missing
Beyond the 401(k): Tax Savings Many Business Owners are Missing
Ask most business owners how they picked their retirement plan, and...
Hoping Your Key Employees Stay? Here’s How to Plan for It
Hoping Your Key Employees Stay? Here’s How to Plan for It
If you plan to close the doors the day you're done running this business,...
What are Trump Accounts? A Quick Guide for Parents and Grandparents
What are Trump Accounts? A Quick Guide for Parents and Grandparents
Trump Accounts, a new type of retirement account for children created it...
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....
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.