529s as Vehicles for Wealth Transfer & Estate Planning
An unintended consequence of 529 plans, which originated from an Internal Revenue code permitting them in 1996, is tremendous estate-planning capabilities, particularly for grandparents [...]
Rich Versus Wealthy
When we think of someone being rich vs wealthy, it might seem as if the two terms are synonymous, but they’re not. For some [...]
Long Term Care Insurance: A Woman’s Concern
What exactly is Long Term Care Insurance? And why is it so important? According to a 2020 survey by the American Association for Long-term [...]
Market Update: To Taper or Not to Taper?
Inflation and tapering have been dominating the conversation lately and it shouldn’t be much of a surprise. Here we'll be touching on why the [...]
Making the Most of Charitable Giving: CRTs and DAFs
Do you find the acronyms CRT, CRUT, CRAT, and NIMCRUT confusing? If so, you’re not alone. But once you understand the basic structure of [...]
An Employment Priority: Women Reentering the Workforce Are Pivotal to U.S. Economic Recovery
With just over a year since the inception of one of the most severe recessions in modern history, women’s engagement in the labor force [...]
Key Influences on Women’s Life Journeys and the Retirement Preparedness Gap
Although women have more personal wealth now than ever before, many still retire with little savings, and nearly half are not confident that they [...]
Why Modern Businesswomen are the Cornerstones to Economic Growth
March might have been International Women's History Month, but our team here at InVestra is keen on highlighting the ever-increasing influence of modern businesswomen [...]
How to Tune Up Your Financial Plan: Refocusing Your Future
Planning for your financial future is a critical endeavor, yet one that many overlook. At InVestra, we understand the importance of such groundwork, and [...]
Spring Cleaning Your Finances
Managing your personal finances can sometimes seem overwhelming, and often times personal finance to-do's fall by the wayside in the midst of our ever-busy [...]