Financial Planning

Big Giving in Uncertain Times

Big Giving in Uncertain Times

We all fear uncertainty, but in volatile times, many Big Givers are particularly nervous. When primarily using wealth to support causes you care about, it’s natural to wonder “Are we going to be ok?” “What if we need those funds?” “Can we continue with these large gifts?” First, we should first acknowledge that these concerns are normal. Then, we can ask two key questions back.

Are We a Fit? The Alterra Fit Interview

Are We a Fit? The Alterra Fit Interview

A first meeting – or “first date” – with a professional like a financial advisor can be uncomfortable. Believe it or not, it can feel just as uncomfortable for the professional. But it doesn't have to be! Our Alterra Fit Interview creates an open, comfortable, productive first discussion and enables us to discover together if we're a good fit and your best next steps - whether with or without us!

5 Mistakes People Make in a Recession and How to Avoid Them

5 Mistakes People Make in a Recession and How to Avoid Them

There’s no getting around it – recessions are stressful. The 2020 COVID-19 pandemic is just the most recent reminder. Recessions bring volatility, uncertainty, anxiety and the urge to act – do something, anything, to make sure I’m safe. This is often where people make mistakes. Here are a few common ones we see and how to avoid them so you’re ready the next time around.

CARES Act and Tax Deadlines – 6 Coronavirus-Related Changes to Know

CARES Act and Tax Deadlines – 6 Coronavirus-Related Changes to Know

With so many feeling the effects of the COVID-19 quarantine, federal and state governments are moving to help. Here are a few of the notable tax deadline changes and stimulus efforts in the recent Coronavirus Aid, Relief, and Economic Security (CARES) Act. Tax deadlines, IRA & RMD changes, stimulus efforts, small business relief options and more.