Financial Lessons from Every Decade of Life (10–100)
I’m almost 70 years old. I’ve spent nearly 50 years working in the...
Financial Lessons from Every Decade of Life (10–100)
Estate & Legacy Planning
Helping the Next Generation Without Enabling Them
Helping the Next Generation Without Enabling Them
Many families today are navigating a tension that previous generations...
Setting Your Retirement Finish Line
Setting Your Retirement Finish Line
Finish lines are important—in races and in our finances. No one keeps...
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Losing a spouse or family member is one of the most challenging...
Two Key Differences Between Washington State and Federal Estate Tax
Two Key Differences Between Washington State and Federal Estate Tax
Estate taxes are among the most confusing topics, especially for those...
Worried About Estate Taxes? These Two Strategies Can Help!
Worried About Estate Taxes? These Two Strategies Can Help!
Do you find yourself at a crossroads in life, juggling the...
Two Experts Share How to Keep Wealth from Dividing Your Family
Two Experts Share How to Keep Wealth from Dividing Your Family
Why do 70% of families lose their wealth by the second generation? Why...
Creating $600,000 From an Old Life Insurance Policy
Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed...
How to Build True Family Wealth
How to Build True Family Wealth
In my 40 years working in the financial world, I’ve met many wealthy...
Grant Monson Featured in Puget Sound Business Journal
Grant Monson Featured in Puget Sound Business Journal
We're excited to announce that Alterra Advisors has been recognized by...
Help Reduce Investment Taxes in Your Trust with Direct Indexing
Help Reduce Investment Taxes in Your Trust with Direct Indexing
Are you frustrated by high taxes on investments owned by your trust?...
5 Easy Ways to Reduce Estate Taxes
5 Easy Ways to Reduce Estate Taxes
Moving assets out of your estate to reduce estate taxes doesn't always mean a complex web of trusts and legal documents. Here are simple ideas you can use today!
Ensuring Your Business Thrives When You’re No Longer at the Helm
Ensuring Your Business Thrives When You’re No Longer at the Helm
If you're like many business owners we serve, your company is more...
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
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.