Alterra Advisors

09/08/2026

Worried about estate taxes? There are simple steps you can take to knock that tax bill down.

This article outlines practical ways to reduce estate taxes with intention. https://alterraadvisors.com/5-easy-ways-to-reduce-estate-taxes/

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!

09/07/2026

After more than 50 years investing, Craig shares his top 12 lessons learned, including

• Starting early
• Using discipline to beat prediction
• Knowing what you know and what you don't

A wealth of knowledge just for you! https://alterraadvisors.com/12-lessons-learned-after-investing-for-50-years/

In over 50 years of investing, I’ve learned a few important lessons to share. From practical to personal and everything in between, I hope you find something to apply here!

09/04/2026

Tax facts change every year. Our 2026 Tax Facts at a Glance is a handy resource to make this year's tax planning a little simpler for you! https://alterraadvisors.com/2026-tax-facts-at-a-glance/

Planning for 2026 taxes? See the latest tax rates, standard deductions, payroll tax changes, and retirement contribution limits in this quick, easy-to-use 2026 tax facts guide.

09/03/2026

Business owners—your tax strategy could be the biggest growth engine you’re missing.

• Running a company means you juggle revenue, staff, growth—and taxes.
• This guide gives you actionable strategies to reduce income tax, protect your business value, and plan for what’s next.

Download your Business Owners Tax & Strategy Guide → https://alterraadvisors.com/resources/business-owners-tax-and-strategy-guide-ebook/

09/02/2026

Meet Serah Na!

As Serah describes it, Alterra is helping her fulfill her own “personal purpose” – which is to have a positive impact on the community around her! In her spare time, Serah enjoys a wide variety of music and literature and making plans to travel through Asia and explore more of her Korean heritage.

Learn more about Serah here: https://alterraadvisors.com/your-team/serah-na/

09/01/2026

Worried about estate taxes? Here's a simple step-by-step approach to start proactively planning today. https://alterraadvisors.com/how-do-i-reduce-estate-taxes/

Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.

08/31/2026

Are common retirement myths shaping your expectations?

Ideas about the right age, the right number, or the perfect strategy can be misleading.

This article challenges some of the most common assumptions and offers a clearer perspective. https://alterraadvisors.com/retirement-myths/

Think retirement means lower taxes or spending less? Learn the truth behind 6 common retirement myths—and how smart planning keeps you on track.

08/28/2026

Many people plan how to build wealth, but fewer understand how to spend it well.

Retirement shifts the focus from growth to income and stability — from climbing quickly to descending carefully.

Here's how mountain climbing can teach valuable lessons about enjoying your wealth! https://alterraadvisors.com/wealth-building-mountain-climbing/

Learn how to build and protect your wealth with strategies for climbing and safely descending the Wealth Mountain in retirement.

08/27/2026

Want to reduce taxes and protect your legacy?

• What if you could keep more of your wealth and still make an impact for your family and causes you care about?
• This guide delivers tax strategies for both income and estate planning—all designed for those building a legacy.

Download the free Tax & Strategy Guide → https://alterraadvisors.com/resources/tax-and-strategy-guide-ebook-request/

Share with a family‑member or advisor who needs smarter legacy planning.

08/26/2026

Meet Zach Hamilton!

Zach graduated from Gonzaga University with degrees in Marketing and Finance. He sees his time with clients as an opportunity to translate all of the different – and often confusing – information they’ve heard and provide clear guidance for each unique situation.

To learn more about Zach, visit: https://alterraadvisors.com/your-team/zach-hamilton/