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...
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
Investments
Why Invest When I’m Getting Over 4% on Cash?
Why Invest When I’m Getting Over 4% on Cash?
Interest rates have increased dramatically since the start of 2022, in...
Don’t Let Inflation Ruin Your Retirement
Don’t Let Inflation Ruin Your Retirement
With costs rising seemingly faster than ever, you might be worried...
The Best Way to Build Wealth
The Best Way to Build Wealth
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.
I Want to Retire Next Year…Am I Ready?
I Want to Retire Next Year…Am I Ready?
You’ve worked hard, invested well, and are finally ready to make the...
Recession-proof Your Retirement in 5 Steps
Recession-proof Your Retirement in 5 Steps
If seeing “recession” in the headlines makes you worry that your...
How Your Portfolio is Like a House
How Your Portfolio is Like a House
When the stock market drops or crashes, have you ever had this...
I Want $150,000 Per Year in Retirement. How Much Should I Save?
I Want $150,000 Per Year in Retirement. How Much Should I Save?
What's your number? The amount you need in your nest egg to retire? Here's how to find out!
Don’t Pay Too Much Tax on Your Retirement Income
Don’t Pay Too Much Tax on Your Retirement Income
Saving for retirement often helps lower your taxes because many kinds...
Why You Need a Plan, Not Just a Portfolio
Why You Need a Plan, Not Just a Portfolio
“Should I make a change to my investment portfolio? What would you do...
Sequence of Returns: Why it Matters in Retirement
Sequence of Returns: Why it Matters in Retirement
Stock market swings are always unsettling, whether you’re decades or...
Advisor Advantage: the Value of Wealth Management
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.
How to Put Cash to Work in Any Market
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!
Can I Retire Early?
Can I Retire Early?
Have you ever had a rough day on the job and thought that early...
4 Ways to Ruin Your Retirement
4 Ways to Ruin Your Retirement
Retirement is an exciting time of life but can also be quite daunting...