Safely Climbing & Descending the Wealth Mountain
Living in the Pacific Northwest, you’ve almost certainly done a bit of...
Safely Climbing & Descending the Wealth Mountain
Articles
Quarterly Economic Update Q4 2018
Quarterly Economic Update Q4 2018
THE QUARTER IN BRIEFWall Street saw many ups and downs in the last...
2019 Retirement Plan Limit Increases
2019 Retirement Plan Limit Increases
The IRS increased the annual contribution limits on IRAs, 401(k)s, and...
What To Do When Your Stocks Go Down
What To Do When Your Stocks Go Down
During volatile times in the market, it’s not uncommon to be concerned about your investment strategies. These are a few points to help avoid common mistakes and stay on track.
3 Ways to Give More and Feel Better About It
3 Ways to Give More and Feel Better About It
In over a decade of helping families and business owners plan for...
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my small business?
It's one of the most frequent discussions we have with new dental...
Your Diversified Portfolio vs. the S&P 500
Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns.
5 Medicare Questions Answered!
5 Medicare Questions Answered!
Before you enroll, take note of what the insurance does not cover and the changes ahead.
7 Tips: Medicare Information More People Should Know
7 Tips: Medicare Information More People Should Know
Before you enroll, take note of what the insurance does not cover and the changes ahead.
Monson Group and Whelan Group Merged to Form Alterra Advisors
Monson Group and Whelan Group Merged to Form Alterra Advisors
On June 18, 2018, the Monson Group and Whelan Group merged to form...