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Did you miss your chance to lower your taxes for last year?
Not necessarily.
If you’re like many successful families we work with, you’ve done a great job building wealth, but tax planning often feels rushed between year-end decisions and filing deadlines. The good news? There are still meaningful strategies available before you submit your return.
Here are four strategies

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At Alterra, we believe great financial outcomes come from a clear process, guided by the right team, over time. Our purpose is simple: helping you use your wealth to create a life you love.
After working with families, professionals, and business owners across every stage of wealth, we see a consistent pattern. While circumstances differ, many failed or underperforming plans

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The start of a new year often brings legacy questions into sharper focus for families. Time spent with children and grandchildren over the holidays tends to bring renewed perspective.
Many families begin asking:
  • Are our plans still aligned with what we want for our family?
  • Do our structures reflect our values as clearly as they once did?
  • If our wealth

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Table of Contents

The Millionaire Next Door by Stanley and Danko

Why This Book Matters

A groundbreaking study that demolishes myths about wealth and reveals the actual spending and planning habits of America’s millionaires.…

Many families today are navigating a tension that previous generations rarely faced so directly. On one hand, parents want to help their adult children. They see the reality clearly: higher housing costs, student debt, delayed wealth-building, and a world that feels more complex and unforgiving than the one they entered decades ago. On the other hand, there’s an unspoken concern

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January has a way of inviting reflection. The holidays wind down, spending settles, markets reopen for the new year, and retirees often find themselves asking some important questions:
“Are we still on track?”“Are we spending too much?”“Is this the life we want right now?”
Retirement isn’t a fixed point. It evolves. And the start of the year is when many

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The S&P 500 fell nearly 50% during the 2000–2002 Tech Wreck, recovered to new highs, and then collapsed another 57% during the 2007–2009 Great Financial Crisis. Most investors view these as two separate disasters. They weren’t.

A more useful way to view this period is as a single bear market that followed the extraordinary 1982–2000 run. That bear began in…