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 [...]
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 [...]
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 [...]
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 [...]
Building Money Mindfulness
With a new year just underway, it’s the perfect time to take steps to shore up your financial stability. There are a few key [...]
Maximizing Your Tax Break: The Most Overlooked Deductions
When it comes to filing taxes, the standard deduction method is arguably easier than the itemized. However, 25% of taxpayers find that itemizing pays [...]
Using SRI and ESG to Balance Investment and Ideals
When you invest funds, you are preparing for your retirement and your future. But at the same time, you may also want to consider [...]
End of Year Planning: Set Goals and Reduce Taxes
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and [...]
How High Net-Worth Women Can Optimize Their Gifting Strategies
Combining today's low gift tax rates with a historic peak on the lifetime gift tax exemption amount (currently $11.58 million), now could be a [...]