Alterra Advisors

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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