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 [...]
Redefining Retirement: Long-Term Care Wisdom for Women
As women age, we encounter distinct challenges. We tend to outlive men by about seven years, according to the Population Reference Bureau. While a [...]
Powell Tries to Calm Markets
Key Takeaways: The Federal Open Market Committee (FOMC) is proceeding carefully, something we highlighted here almost a month ago. Geopolitical tensions post key risks to the [...]
How to Work With a Financial Advisor
A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), [...]
Erin Eiras Joins LPL Financial’s Women Advisors Leaders Forum
Erin Eiras, CPFA, President & Founder of InVestra, Joins LPL Financial's Women Advisors Leaders Forum San Fransisco, California - Erin Eiras, a renowned Wealth [...]
Erin Eiras, CPFA Serves As Panelist for Elite Advisor Top Producer Group
October 20th, 2023: San Fransisco, California Erin Eiras, CPFA, Shares Insights with Fellow Financial Advisors on Achieving Success As a top producer, Erin Eiras, [...]
