The Four Essential Points of the Wealth Journey
At Alterra, we believe great financial outcomes come from a clear...
The Four Essential Points of the Wealth Journey
Blog
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...
Starting Your Year on Track: A Thoughtful Annual Retirement Review
Starting Your Year on Track: A Thoughtful Annual Retirement Review
January has a way of inviting reflection. The holidays wind down,...
Life After the Business: Setting Intentions for the Next Chapter
Life After the Business: Setting Intentions for the Next Chapter
January brings a unique mix of fresh energy and strategic reflection....
2026 Tax Facts at a Glance
2026 Tax Facts at a Glance
As you navigate the financial landscape this year, staying informed about...
2026 Retirement Plan Contribution Limits
2026 Retirement Plan Contribution Limits
As we step into the new year, several retirement accounts are getting a...
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 to...
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 Act,”...
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 on...
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 stirs...
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.