Knowledge for the Journey
Latest News & Articles
2019 Retirement Plan Limit Increases
The IRS increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2019. Here is a quick look at the changes. IRA & Roth IRA. Next year, you can put up to $6,000 in any type of IRA. The limit is $7,000 if you will...
Keys to Prevailing Through Stock Market Declines
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
In over a decade of helping families and business owners plan for their financial futures, I've found that, deep down, people love people. It may look and sound different from person to person, but it’s there. Compassion for hungry families, care for children in need,...
Safe Harbor 401(k) or Simple IRA – Which retirement plan is best for my new dental practice?
It's one of the most frequent discussions we have with new dental practice owners: "What retirement plan should I choose for my new practice? A friend recommended a Simple IRA and another colleague has a 401(k). Which is right for me?"The right answer usually comes...
Charitable Giving through Donor Advised Funds
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
Your Diversified Portfolio vs. the S&P 500
How global returns and proper diversification are affecting overall returns.
Details More People Should Know About Medicare
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
On June 18, 2018, the Monson Group and Whelan Group merged to form Alterra Advisors. Grant, the founder of the Monson Group and Josh, the founder of Whelan Group, each started their individual practice in 2006. The two met while working in the same office building and...