Financial Planning Archives – Page 2 of 7

Why You Need a Plan, Not Just a Portfolio

“Should I make a change to my investment portfolio? What would you do...

Josh Whelan

Advisor Advantage: the Value of Wealth Management

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.

Josh Whelan

How to Put Cash to Work in Any Market

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!

Zach Hamilton

Can I Retire Early?

Have you ever had a rough day on the job and thought that early...

Craig Hamilton

Recession-Proof Your Retirement – A Video Walkthrough

If seeing “recession” in the headlines makes you worry that your...

Alterra Advisors

Will Social Security Disappear?

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?

Ryan Colis

4 Ways to Ruin Your Retirement

Retirement is an exciting time of life but can also be quite daunting...

Josh Whelan

A Guide to Buying Your First Rental Property

I’m thinking about buying a rental property but what should I...

Josh Whelan

Turn Long-Term Care Expenses into Tax-Free Income

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.

Josh Whelan