Alterra Advisors

CARES Act and Tax Deadlines – 6 Coronavirus-Related Changes to Know

With so many feeling the effects of the COVID-19 quarantine, federal and state governments are moving to help. Here are a few of the notable tax deadline changes and stimulus efforts in the recent Coronavirus Aid, Relief, and Economic Security (CARES) Act. Tax deadlines, IRA & RMD changes, stimulus efforts, small business relief options and more.

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Should you really stay the course?

Whether you’re retired and living on portfolio income or just starting your investment journey, big market swings are always unsettling. So why do you always hear that you should “stay the course” or “ride it out” when it comes to the stock market, volatility and long-term investing? To some, it probably sounds like a standard… Read More »

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How Much Should You Keep In Emergency Reserve?

Job loss, unexpected trip to the hospital, a tree falls on the house – events like these can send the unprepared into a financial tailspin. An emergency reserve is your mini financial self-insurance policy, so we all know we should have one. But, getting around to funding that reserve tends to sit on the to-do list… Read More »

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The SECURE Act – 6 Changes You Should Know About

A summary of changes to long-standing retirement account rules.

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