Alterra Advisors

06/03/2026

Is your financial plan too closely tied to your business?

At some point, owners need to plan for life beyond the company.

This article explores why looking past the business creates better long-term outcomes. https://alterraadvisors.com/planning-beyond-the-business/

Learn how Mark & Susie Donovan reduced taxes, preserved family unity, and secured retirement by planning beyond the business sale.

06/02/2026

Did you know that 529 plans can be powerful estate planning tools?

Learn how to reduce your estate taxes and increase your education planning legacy for kids, grandkids, and beyond! https://alterraadvisors.com/529-plans-taxes-estate-planning-and-funding-college/

Paying for college isn’t cheap and it’s not getting cheaper, whether you’re planning for kids or grandkids. Here's why a 529 plan is a great first step toward making sure your children or grandchildren can achieve their educational aspirations.

06/01/2026

We’re thrilled to celebrate Josh’s 20-year anniversary at Alterra! Josh brings deep care and intention to the way we engage with our clients and the public. His thoughtful approach to meaningful communication has shaped our brand and client experience for two decades, helping ensure that every interaction reflects who we are and what we stand for.

06/01/2026

We’re thrilled to celebrate Grant’s 20-year anniversary at Alterra! As CEO, Grant leads with a clear focus on growth and long-term impact. His commitment to progress and dedication to elevating the experience for our clients and team have guided Alterra for 20 years and counting.

05/29/2026

Ready to retire—or at least wondering if you are?

• Too many retirees ask “Have I saved enough?” but skip “What does retirement really look like?”
• This guide gives you a 6‑step workbook to clarify: what you have, what you need, and what your strategy should be.
• Picture retiring with confidence instead of stress.

Download your Retirement Readiness Guide now → https://alterraadvisors.com/resources/can-i-retire/

05/28/2026

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!

05/27/2026

Meet Laura Horne!

Laura is a Washingtonian through and through. She is a true “local girl” who was born and raised in Kirkland!

Surprisingly, she's earned the right to root equally for both the Cougars and the Huskies as Laura began her undergraduate degree at Washington State University and then finished up at the University of Washington.

To read more about Laura, visit: https://alterraadvisors.com/your-team/laura-horne/

05/26/2026

Are you underusing one of the most flexible planning tools available? An HSA can support healthcare and long-term tax efficiency.

Here's how to make the most of it. https://alterraadvisors.com/3-tips-to-maximize-your-hsa/

Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA's impact.

05/25/2026

Do you know how Washington's tax law changes may affect your plan?
These changes influence income decisions, estate planning, and investment strategy.

This article breaks down what to pay attention to and why it matters. https://alterraadvisors.com/washington-2025-tax-law-changes/

Explore how Washington’s 2025 estate and capital gains tax changes impact your plan. See who’s affected and what strategies may help.

05/22/2026

Are you preparing for life beyond ownership?

Leaving a business creates both opportunity and uncertainty.

This article explores how intention shapes the next chapter. https://alterraadvisors.com/life-after-the-business-setting-intentions-for-the-next-chapter/

Explore how business owners can gain clarity, align wealth and work, and intentionally plan for life after the business, without pressure to exit.