Creating $600,000 From an Old Life Insurance Policy
It’s clear that financial plans and investments should be reviewed...
It’s clear that financial plans and investments should be reviewed...
After historic interest rate increases in 2022-23, how might the stock market respond when the Federal Reserve cuts interest rates?
In my 40 years working in the financial world, I’ve met many wealthy...
We're excited to announce that Alterra Advisors has been recognized by...
Do you own all or part of an LLC, Corporation, or other business...
Happy 2024! In this quarter's 20 Minutes on the Market, we cover three...
Are you frustrated by high taxes on investments owned by your trust?...
When an index like the S&P 500 rallies, as it did in 2023, a few...
Worried you missed your chance to reduce your income taxes for 2023?...
Moving assets out of your estate to reduce estate taxes doesn't always mean a complex web of trusts and legal documents. Here are simple ideas you can use today!
Planning for the unexpected is an important part of your financial...
If you're like many individuals we encounter, you want to ensure your...
You’re ready to retire! Well…you’re ready to be retired. But are you...
Let's journey together for a moment through the winding roads of...
I’ve heard that I should have a trust, but do I need one? When it...