October: National Financial Planning Month
Whatever your destination, it helps to have a map—and that’s especially true when you’re preparing financially for the journey we call life. Whether your [...]
Check Fraud Is On The Rise – Protect Yourself!
Check fraud is one of the most common types of identity theft, and it has grown significantly in the past few years as trillions [...]
Bullish Individual Investor Sentiment Fades Fast
The latest weekly data from the American Association of Individual Investors (AAII) showed that individual investor sentiment plummeted over the last week from fairly [...]
Some Americans Wonder When They Will Retire
Retirement is supposed to be our “golden years,” but many Americans worry there will be nothing “golden” about it—and they might even have to [...]
RISING CREDIT CARD DEBT AND INTEREST-RATE HIKES ARE A CALL TO ACTION
A combination of inflation and higher interest rates has compelled more people to stretch their budgets by increasing their credit card usage. In April [...]
Leaving A Legacy: Why Generational Wealth Matters
Generational wealth may seem like a lofty concept, but in actuality, it’s something many of us strive to build for our families. For most [...]
Considerations When Buying Your First Home
So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, to create a safe and secure home for yourself (and perhaps [...]
Funding a Buy-Sell Agreement with Life Insurance
If you're a partner or co-owner (private shareholder) of a business, you've spent years building a valuable financial interest in your company. You may [...]
InVestra Hires Sandra Levitsky, Financial Paraplanner
InVestra has been growing substantially throughout the last three years, and we are so grateful for the introductions and recommendations from our clients, our [...]
Women-Owned Businesses on the Rise
Women have faced a lot of obstacles throughout their journey to achieve equal rights, and today we are highlighting some notable statistics of women [...]
