Financial Planning: The Importance of Preparing for Your Future
In today's fast-paced world, financial planning is more crucial than ever. Whether you're a business owner looking to exit your company, a family hoping [...]
Reflections on 2024: Looking in the Mirror for 2025
As we stand on the cusp of a new year, it's time to reflect on past achievements and plan for future aspirations. In the [...]
Women: Make a Financial Plan – the Secret of Your Success
Financial planning is more than just a good idea. Research has consistently shown that people who have financial plans -- and who work with [...]
The Human Element & The Holistic Approach
In a recent study by Accenture, it was revealed that a staggering ninety percent of Private Wealth Managers have noticed a significant shift in [...]
Branching Out
In this week's blog, we are here to share some exciting news that underscores InVestra's commitment to elevating people's financial well-being! We have expanded [...]
Social Security COLA FAQs
More than 71 million Americans will see a 3.2% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2024. On [...]
The Fiduciary Factor
When it comes to managing your wealth and financial future, one crucial factor can make all the difference: having a Wealth Manager who acts [...]
Making the Most of Your Annual Account Review Meeting
Your life and goals are constantly evolving, so it’s important your financial plan does the same. Hopefully, you have a trusted Wealth Management professional [...]
Financial Advisors vs. Wealth Advisors
First of all, congratulations! If you’ve made the decision to seek guidance from a financial professional, you have already begun to make significant progress [...]
401(k) Day
National 401(k) Day is a day of importance since it prompts us to check in on our nest egg. Unless you're the type who [...]