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?
Wealth Management
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!
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 means lower taxes while you’re working....
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...
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...
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.