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“I’ll have to manage my parents’ finances at some point, but they don’t like to talk about this and I don’t know where things are or what they want!” Does this sound familiar? These four steps can help!
Replay of our discussion covering January’s market volatility and how inflation and expected interest rate increase could affect your portfolio.
What’s going on in the market right now…why so much volatility? Is inflation about to stop the economy in its tracks? What about interest rate hikes? What’s next for the economy and my portfolio? Read more in this quarter’s review.
Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.
Another year in the books! While our world hasn’t returned to the pre-pandemic normal that many of us long for, we’re all adjusting to the “new normal” as best we can. Thankfully, our Alterra team has been able to get some of our favorite moments back, including in-person meetings and the privilege of hosting many of you in our office for the first time in more than a year!
Does the recent inflation spike mean you’ll have to make lifestyle changes? Are we about to return to the 80’s-era inflation? Prices climbed 6.8% in the last 12 months, the biggest jump in almost 40 years. So, what’s happening? And, more importantly, should you be concerned?
Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.
Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!
The Biden administration’s third draft of the Build Back Better Act includes some notable changes from previous proposals. Here’s a summary of what’s in and what’s out in the most recent proposal.What's In?Tax Increases for High Income IndividualsApplies the 3.8% NIIT...
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
When thinking of investment risk, market risk is just one type of risk to address. What else should you consider? Here are three risks you should account for in your investment plan.
Replay our discussion covering year end tax planning considerations, important updates in tax reform, and what’s next for the market, economy, and your portfolios.
With income and estate tax changes on the horizon, consider these strategies to adapt your planning if reform is passed. But don’t let the tax tail wag the planning dog!
In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!
The S Corporation has become one of the most popular entities for small business owners because it offers many of the protections of incorporation without being subject to some of taxes faced by other kinds of companies. But with all its benefits, we find a few mistakes that many business owners make. We collaborated with Chet Syversen, owner of Curated Accounting, to bring you 5 tips to avoid these common mistakes.