Alterra Advisors

4 Parts of a Joy-Filled Retirement “Life Portfolio”

What if we thought of retirement as a starting line rather than a finish line? Think beyond the superficial hobbies and vacations. An intentionally designed “life portfolio” can bring satisfaction in knowing that you continue to make a difference in your life and in the lives of those you care about.

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Is Long Term Care Insurance Right for You?

When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.

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Avoid These 5 Pitfalls When Selling Your Business

Few will ever go through the process of selling a business. Here are five pitfalls to avoid if you happen to be one of the lucky ones who have the opportunity to sell!

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Which Assets Do I Spend and Which Do I Pass On?

When it comes to spending and passing on your assets, don’t miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!

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Case Studies – Which Assets to Spend & Which to Pass On

Part two in our What to Spend & What to Pass On series – three case studies to demonstrate how to apply these principles with a variety of primary objectives.

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