Why You Need a Plan, Not Just a Portfolio
“Should I make a change to my investment portfolio? What would you do...
Why You Need a Plan, Not Just a Portfolio
Articles
Sequence of Returns: Why it Matters in Retirement
Sequence of Returns: Why it Matters in Retirement
Stock market swings are always unsettling, whether you’re decades or...
Do I Need to Worry About Estate Taxes?
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of...
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
How to Avoid Washington State’s 7% Capital Gain Tax – a Video Walkthrough
Washington State’s 7% capital gain tax passed into law in 2021 and was...
The BEST State to Retire In
The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is...
Advisor Advantage: the Value of Wealth Management
Advisor Advantage: the Value of Wealth Management
What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
20 Minutes on the Market, Economy, and Your Portfolio for 2023 Q2
We hope you’ve had a great first quarter of 2023! In this quarter's...
Save Taxes on Company Stock in Your 401k
Save Taxes on Company Stock in Your 401k
Do you have company stock in your 401(k)? You might if you spent your...
The “Legacy Formula” for a Compelling Legacy
The “Legacy Formula” for a Compelling Legacy
Imagine you’re on a walk with wealthy friends and they talk about the...
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington’s Long Term Care Payroll Tax and How to Opt Out
Washington State's LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.
How to Put Cash to Work in Any Market
How to Put Cash to Work in Any Market
If you've accumulated a large amount of cash and your bank interest rate is .01% but you're fearful of stock market, what should you do? Your money could be working harder for you, but the market looks scary. So…now what? Here's how to put cash to work in any market!
Washington State’s 7% Capital Gain Tax Explained and How to Avoid It
Washington State’s 7% Capital Gain Tax Explained and How to Avoid It
Washington State's 7% capital gain tax has been signed into law and survived legal challenge in the WA State supreme court. Here's what you need to know and what you can do to prepare!
Can I Retire Early?
Can I Retire Early?
Have you ever had a rough day on the job and thought that early...
Recession-Proof Your Retirement – A Video Walkthrough
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your...
Silicon Valley Bank’s collapse explained
Silicon Valley Bank’s collapse explained
With the recent events at Silicon Valley Bank, we’re reaching out to...