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    70 SW Century Dr., Ste 100 PMB 5056 Bend, OR 97702 O: 541.647.1980
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Retirement planning considerations for corporate executives
Determine which strategies will help you reach your retirement goals.
Retirement & Longevity
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
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How an HSA can be a powerful investment and retirement tool
Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.
Retirement & Longevity
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
Prepare for proxy voting season
Understand the power of your vote in shaping your investments.
Markets & Investing
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Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
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Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
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Why do the wealthy borrow? Sometimes, debt makes sense
Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Create a workspace that energizes you
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
Family & Lifestyle

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

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

 

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