What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra? Working with a Wealth Management Team is not for everyone, but if you think a wealth management partnership is right for you, here’s what the value of an advisor looks like practically.
If you've accumulated a large amount of cash and your bank interest rate is .01% but you're fearful of stock market, what should you do? Your money could be working harder for you, but the market looks scary. So…now what? Here's how to put cash to work in any market!
Have you ever had a rough day on the job and thought that early...
If seeing “recession” in the headlines makes you worry that your...
If seeing “recession” in the headlines makes you worry that your...
Will Social Security run out of money? You may have heard warnings about this dire scenario, though this assumes no action will be taken. So, what’s the real risk of Social Security disappearing?
Retirement is an exciting time of life but can also be quite daunting...
I’m thinking about buying a rental property but what should I...
When the stock market drops or crashes, have you ever had this...
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Here’s what you need to know about 2023 contribution limits for 401(k)s, IRAs, and more to help make your annual investment game plan!
Are you starting to think about making the transition to retirement?...
Have you ever wondered, “Should we have a trust?”, then quickly...
You’ve worked hard, invested well, and are finally ready to make the...
Should I set up a Family Foundation? Is this the right structure to...