How Your Portfolio is Like a House
When the stock market drops or crashes, have you ever had this...
How Your Portfolio is Like a House
Wealth Management
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!
6 Strategies to Make a Down Market Work for You
6 Strategies to Make a Down Market Work for You
No one enjoys seeing portfolios drop due to a downturn in the stock...
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...
The Four Quadrants of Retirement Income
The Four Quadrants of Retirement Income
If you are approaching retirement, do you worry about making costly...
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...
Do I Need to Worry About Estate Taxes?
Do I Need to Worry About Estate Taxes?
How much could my family lose to estate taxes when I pass? Fear of...
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.
Save Taxes on Company Stock in Your 401k
Save Taxes on Company Stock in Your 401k
Do you have company stock in your 401(k)? You might if you spent your...
The “Legacy Formula” for a Compelling Legacy
The “Legacy Formula” for a Compelling Legacy
Imagine you’re on a walk with wealthy friends and they talk about the...
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...
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?
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...