Call us (833) 880-7878

Complementary Business Valuation          Client Login         Contact Us 

Book Time With Us
  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Erin Eiras
      • Stephanie Vokral
      • Natalie Barkley
      • Donna Stewart
      • Steph Primm
      • Jessica Sexton
      • Ashley Worley
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?
  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Erin Eiras
      • Stephanie Vokral
      • Natalie Barkley
      • Donna Stewart
      • Steph Primm
      • Jessica Sexton
      • Ashley Worley
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?
  • Financial Wisdom From Thanksgiving
    Gallery

    Financial Wisdom From Thanksgiving

    Lifestyle

Financial Wisdom From Thanksgiving

Erin Eiras2025-02-17T17:45:37+00:00November 23rd, 2023|Lifestyle|

Thanksgiving requires meticulous planning, from assessing ingredients to creating a grocery list. Similarly, in finance, a clear plan is vital. Are you saving for [...]

Read More

_____’s Death Reminds Women Widows Have Special Considerations When Planning Their Financial Future

Erin Eiras2025-02-17T17:45:37+00:00November 20th, 2023|Newsletter|

The world lost one of its greatest and most accomplished ______ on _______. [Breif description of what happened, wehen the news beoke, how much [...]

Read More

Donating Your RMD Using Qualified Charitable Distributions

Erin Eiras2025-02-17T17:45:37+00:00November 20th, 2023|Newsletter|

Can you give money to charity using your IRA? For individuals 70 1/2 or older - the answer is usually yes. What many retirees [...]

Read More

Are You Prepared For Tax Day?

Erin Eiras2025-02-17T17:45:37+00:00November 19th, 2023|Newsletter|

It's no secret that paying taxes is not a favorite task for many Americans, but as Benjamin Franklin famously said over two centuries ago, [...]

Read More

Spring Clean Your Budget

Erin Eiras2025-02-17T17:45:37+00:00November 19th, 2023|Newsletter|

As the great Russian author Leo Tolstoy once said, “Spring is the time of plans and projects.” It’s so true. The birds start singing, [...]

Read More

Navigating New Beginnings: Financial Planning After Divorce

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

Divorce marks the end of one chapter and the beginning of another. Amid the emotional and personal adjustments, it's crucial to address the financial [...]

Read More

Spring: A Time to Cultivate Growth in Your Finances

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

As nature awakens with the arrival of spring, it serves as a timely reminder for us to rejuvenate our financial landscapes. Spring isn't just [...]

Read More

Family Finance Resolutions for 2024

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

As we embrace the dawn of a new year, it's an opportune moment to reflect on our financial well-being and set forth resolutions that [...]

Read More

Year-End Financial Checklist

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

Read on the Dave Ramsey website: Here. This year was a tough one. With inflation, a roller-coaster stock market, and mass layoffs—you might be tempted [...]

Read More

The Bond Market Doesn’t Care About the Moody’s Downgrade (Yet)

Erin Eiras2025-02-17T17:45:38+00:00November 19th, 2023|Newsletter|

In November, rating agency Moody’s announced that it had downgraded is credit rating outlook on U.S. government debt from stable to negative. They cited wide [...]

Read More
Previous567Next
Calendar Icon

Let’s begin to build a plan for prosperity

Book Time With Us Subscribe to our Financial Newsletter

Financial Planning     Asset Management    Estate    Tax Planning

Retirement Planning     Insurance    Risk Management   Business Services

Securities offered through LPL Financial, Member FINRA & SIPC. InVestra Financial and InVestra are other business names of Independent Advisor Alliance. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

Sitemap

  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Erin Eiras
      • Stephanie Vokral
      • Natalie Barkley
      • Donna Stewart
      • Steph Primm
      • Jessica Sexton
      • Ashley Worley
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?
  • Why InVestra?
    • Why InVestra
    • Our Approach
    • Our Team
      • Erin Eiras
      • Stephanie Vokral
      • Natalie Barkley
      • Donna Stewart
      • Steph Primm
      • Jessica Sexton
      • Ashley Worley
    • About LPL
    • About InVestra
  • Women’s Wealth
    • A Word From Erin
    • The Power of the Purse
    • Life’s Transitions
    • The Sandwich Generation
    • Divorce Planning
    • Her Nest Eggs
  • High Net Worth
  • Wealth Management
    • Asset Management
    • Business Services
    • Estate Planning
    • Financial Planning
    • Insurance & Annuities
    • Retirement Planning
    • Risk Management & Assessment
    • Tax Planning
    • Our Pricing
    • Emerging Investors
  • Resources
    • Client Login
    • Client Forms
    • Reading Your Client Statement
    • Refer
  • News & Events
    • InVestra Blog
    • News & Events
    • eNewsletter
  • SmartVestor Pro
  • Riskalyze
    • What’s your number?

Resources

  • Privacy & Security
  • Legal Information
  • Business Practices
  • Form CRS
  • LPL Financial Form CRS
  • Independent Advisor Alliance’s Form CRS
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Facebook Linkedin X-twitter
All Content Copyright ©2025 InVestra Financial Incorporated | All Rights Reserved