What are Trump Accounts? A Quick Guide for Parents and Grandparents
Trump Accounts, a new type of retirement account for children created it...
What are Trump Accounts? A Quick Guide for Parents and Grandparents
Financial Planning
What If Market Volatility Could Actually Help Your Retirement Plan?
What If Market Volatility Could Actually Help Your Retirement Plan?
If you’re retired, market volatility does not feel like an opportunity....
Washington’s New Millionaire Tax: What High Earners and Business Owners Need to Know
Washington’s New Millionaire Tax: What High Earners and Business Owners Need to Know
For decades, Washington has been known for one defining feature: no...
The Four Essential Points of the Wealth Journey
The Four Essential Points of the Wealth Journey
At Alterra, we believe great financial outcomes come from a clear...
A Clear Start: Reviewing Your Legacy Plan
A Clear Start: Reviewing Your Legacy Plan
The start of a new year often brings legacy questions into sharper focus...
Starting Your Year on Track: A Thoughtful Annual Retirement Review
Starting Your Year on Track: A Thoughtful Annual Retirement Review
January has a way of inviting reflection. The holidays wind down,...
What Washington Families Need to Know About the 2025 Tax Law Changes
What Washington Families Need to Know About the 2025 Tax Law Changes
Washington’s estate and capital gains tax rules are changing — and for...
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Mark and Susie Donovan spent decades building a thriving construction...
The 2025 Tax Law: What Changed and What It Means for You
The 2025 Tax Law: What Changed and What It Means for You
On July 4, 2025, congress signed H.R.1, the “One Big Beautiful Bill Act,”...
Why Staying Invested Matters—Even in Volatile Markets
Why Staying Invested Matters—Even in Volatile Markets
When markets drop, it doesn’t just rattle numbers on a screen. It stirs...
How the Watkins Family Built a Legacy with Clarity & Confidence
How the Watkins Family Built a Legacy with Clarity & Confidence
For Eleanor and Jim Watkins, retirement wasn’t just about stepping away...
Staying the Course: How Time Can Turn Volatility into Growth
Staying the Course: How Time Can Turn Volatility into Growth
If you’ve been a long-term investor, you’ve likely experienced the ups...
Financial Confidence: How to Make Better Decisions with Clarity and Purpose
Financial Confidence: How to Make Better Decisions with Clarity and Purpose
When it comes to big financial decisions, it’s easy to feel unsure. Am I...
6 Retirement Myths You Can Avoid with a Smart Plan
6 Retirement Myths You Can Avoid with a Smart Plan
Retirement planning comes with a lot of advice—some of it helpful, some...
How the Barretts Turned Their Retirement Dream Into a Reality—with the Right Plan
How the Barretts Turned Their Retirement Dream Into a Reality—with the Right Plan
A dream they could see, but weren’t sure they could reach. For Sam and...
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.