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 [...]
Social Security COLA Frequently Asked Questions
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 [...]
What’s Not Covered In Your Will
While the importance of a well-designed estate plan is generally well-understood by many of us, the basic documents within it often lack crucial details [...]
The Fed Remains Unchanged (Again)
In a unanimous decision last Thursday, The Fed left interest rates unchanged following its Federal Open Market Committee (FOMC) meeting. This marks the second [...]
All About RMDs
For investors that have been blessed to have accumulated wealth in IRAs or 401(k)s, it's crucial to be familiar with required minimum distributions (RMDs), [...]
November is National Long-Term Care Insurance Awareness Month
Did you know that 70% of men and women over the age of 65 will need some kind of long-term care services? Erin D. [...]
Existing Home Sales Shrink
As mortgage rates climb to 8%, existing home sales in the US dropped below four million in September for the first time since October [...]
InVestra CEO Receives Certified Exit Planning Advisor (CEPA®) Designation
Jacksonville, Florida – 11-3-2023 InVestra, a dynamic Wealth Management firm headquartered in Jacksonville, Florida, is proud to announce a significant achievement within its team: [...]
Report: 1 in 5 People Will Be Living With a Major Illness in 2040
Recent research indicates that major illnesses may become more prevalent in the future, raising concerns about long-term financial implications. A study conducted for over [...]
