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 [...]
Tax Aware Investment Strategies for Spring
With the new season comes the opportunity to review your current method of tax planning and consider an update. Ever since the Tax Cuts [...]
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 [...]
Markets Shrug Off Debt Levels
The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus in response to the [...]
Using Your Tax Refund to Your Long-Term Benefit
It’s safe to say that most taxpayers agree that the process of tax filing can be tedious and complex, but the refund they receive [...]