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...
Retirement is a big transition both in life and in finances. It’s also...
Interest rates have increased dramatically since the start of 2022, in...
With costs rising seemingly faster than ever, you might be worried...
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.
You’ve worked hard, invested well, and are finally ready to make the...
If seeing “recession” in the headlines makes you worry that your...
When the stock market drops or crashes, have you ever had this...
What's your number? The amount you need in your nest egg to retire? Here's how to find out!
Saving for retirement often helps lower your taxes because many kinds...
“Should I make a change to my investment portfolio? What would you do...
Stock market swings are always unsettling, whether you’re decades or...
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...
Retirement is an exciting time of life but can also be quite daunting...