The Four Quadrants of Retirement Income
If you are approaching retirement, do you worry about making costly...
If you are approaching retirement, do you worry about making costly...
“Should I make a change to my investment portfolio? What would you do...
How much could my family lose to estate taxes when I pass? Fear of...
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.
Do you have company stock in your 401(k)? You might if you spent your...
Imagine you’re on a walk with wealthy friends and they talk about the...
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...
If seeing “recession” in the headlines makes you worry that your...
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?
Retirement is an exciting time of life but can also be quite daunting...
Today is a deep dive into ways you can reduce estate taxes and pass...
No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.
Have you ever wondered, “Should we have a trust?”, then quickly...