Financial Planning Archives – Alterra Advisors

From Making Money to Building Wealth: A Guide for Business Owners

Many successful business owners share a common story: they have the...

Grant Monson

Multi-generational family with a secure legacy.

Maximizing Your Estate: A Case Study in Premium Financing

Are you considering the future of your wealth and how to pass it on to...

Josh Whelan

Get Ready to Retire in 8 Steps

You’re ready to retire! Well…you’re ready to be retired. But are you...

Josh Whelan

My Financial Advisor Won’t Answer This Question

A few years ago, we were approached by a new client with two questions...

Josh Whelan

I’m a Risk Taker…Do I Have to Stop Because I’m Retired?

Retirement is a big transition both in life and in finances. It’s also...

Craig Hamilton

The Best Way to Build Wealth

What’s the best way to build wealth? The answer is…there is no single BEST way to build wealth. We think the right question is: What is the best way to build wealth for you? This question requires a process, a method to find your ideal mix of strategies.

Zach Hamilton

What You Can Spend 529 Money On (and What You Can’t)

529 college savings plans can be a great way to prepare for future...

Josh Whelan

I Want to Retire Next Year…Am I Ready?

You’ve worked hard, invested well, and are finally ready to make the...

Josh Whelan

Should I Leave Washington State to Avoid the Estate Tax?

Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.

Grant Monson