Just Married: Newlywed Estate Planning Cheat Sheet
Congrats on your nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with [...]
Why Women Need To Save More Than Men
Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and [...]
Navigating Life’s Trasnfomations
As we say, life is a wonderful thing, made unique by all the transformations we experience along the journey. From starting your career to [...]
Counting on Your Husband’s Retirement Income? Three Things Women Should Know
Women face special challenges when planning for retirement. Women are more likely than men to work in part-time jobs that don't qualify for a [...]
A Path to Prosperity II: Gifting Strategies for Affluent Women
Last week we offered a variety of gifting strategies for our affluent women readers in honor of Women's History Month! Today we have a [...]
Paths to Prosperity: Gifting Strategies for Affluent Women
In the realm of wealth management, strategic gifting can be a powerful tool for affluent women to not only leave a lasting legacy but [...]
Retirement Planning for Women With Small Businesses
As driven entrepreneurs on remarkable journeys, we've set our sights on our goals and established our businesses – either as sole proprietors or alongside [...]
Female Financial Visionaries
This month, InVestra is taking the time to highlight and reflect on many of the important contributions women have made to society in honor [...]
10 Financial Considerations for Single Women
Whether you’re divorced, separated, or have made the decision to fly solo from the start, money management will be one of the most important [...]
How to Build You Own Retirement Plan: Options for Self-Employed Women
Retirement plans for self-employed people were formerly referred to as “Keogh plans” after the law that first allowed unincorporated businesses to sponsor retirement plans. [...]