Skip to content
envelope
Invera Wealth AdvisorsInvera Wealth Advisors
  • Home
  • About Us
    • About Us
    • Mary Brooks
    • Jessica F. Higgins
    • Shenandoah Sampson
    • Ila Dela Merced
    • Giving Back
    • What Makes Us Different
    • Why Work With a CFP
  • Our Services
    • Our Services
    • Our Approach
    • Education Planning
    • Financial Planning
    • Investment Management
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
    • Wealth Management
  • Who We Serve
    • Who We Serve
    • Corporate Executives
    • Families & Individuals
    • Non-Profits
    • Retirees
    • Women Investors
  • Media & Events
  • Blog
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Invera Wealth Advisors
    70 SW Century Dr., Ste 100 PMB 5056 Bend, OR 97702 O: 541.647.1980
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Education
    • Goal Planning
    • Longevity Planning
    • Retirement Planning
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Retirement & Longevity
Read
Read
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.
Retirement & Longevity
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
Retirement & Longevity
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Read
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
View
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
Putting more life into the 10-year rule
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Retirement & Longevity
Preparing for a long and happy retirement
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity
Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

envelope
Invera Wealth AdvisorsInvera Wealth Advisors
  • 70 SW Century Dr., Ste 100 PMB 5056 Bend, OR 97702
  • 541.647.1980
  • Map & Directions
  • Map & Directions

 

Form CRS  |   Privacy Policy   |   Important Disclosure Information