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 [...]
Generational Giving: Mastering the Art of Gifting Money to Kids & Grandkids
When it comes to 'sharing the wealth' with loved ones, there is a myriad avenues to explore. As of this tax year, the IRS [...]
5 Keys to Retirement Planning
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules [...]
Business Succession Planning
It probably doesn't come as a surprise that when developing a succession plan for your business, there are so many decisions to be made. [...]
Navigating the Future: Key Business Succession Planning Considerations
Around 30% of organizations in the United States have implemented a formal succession plan, and it's a topic that often stirs mixed emotions among [...]
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 [...]
The Power Of A Goals-Based Approach
In the world of Wealth Management, success is not about the size of your bank account. It's about achieving your financial aspirations, no matter [...]