Alterra Advisors

Which Assets Do I Spend and Which Do I Pass On?

When it comes to spending and passing on your assets, don’t miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!

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Person to Person Charity – What Is It and Why Should You Consider It?

When you think of charity, what comes to mind? Do you think of non-profits – organizations taking on major challenges and trying to make a difference? True! Many charitable contributions aim to give from your resources to fund groups who seek to meet the needs of others – and, as an incentive, you usually get a tax deduction for your contribution! But what if we simply define charity as giving to those in need? This opens a new world of philanthropy many find brings deep fulfillment and makes a difference. We call it Person-to-Person Charity.

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6 Money Habits to Teach Your Kids

Parents have a lot to deal with. You’re feeding, clothing, cleaning, running back and forth to practices…all the while trying to find teachable moments – windows of opportunity to train the adults they will become. No easy task, especially with a topic like money.

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Leaving a Legacy – Plan by Default or Plan by Design?

Everyone has a plan. Whether you know it or not, everyone has a plan when it comes to leaving your hard earned wealth to the next generation – the government’s plan. They’ve made a host of default decisions for you. What taxes you’ll pay, how your assets will be divided and who’s in charge of… Read More »

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