My Financial Advisor Won’t Answer This Question
A few years ago, we were approached by a new client with two questions...
My Financial Advisor Won’t Answer This Question
Retirement Planning
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
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 a...
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 about...
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 thought:...
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 means lower taxes while you’re working. But...
A Smarter Way to Think About Taxes in Retirement
A Smarter Way to Think About Taxes in Retirement
Many retirement plans may not fail outright, but most lose far more to...
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...
The BEST State to Retire In
The BEST State to Retire In
Once you’ve saved enough to retire, the question of where to retire is a...
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.
Can I Retire Early?
Can I Retire Early?
Have you ever had a rough day on the job and thought that early...
Recession-Proof Your Retirement – A Video Walkthrough
Recession-Proof Your Retirement – A Video Walkthrough
If seeing “recession” in the headlines makes you worry that your...
Will Social Security Disappear?
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?
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.