Wednesday, August 1, 2018

InVestra Financial Outlook for August 2018

InVestra Financial Services
Erin Eiras
9191 RG Skinner Parkway #101
Jacksonville, FL 32256
904-880-7878
Erin.Eiras@InVestraFinancial.com
www.InvestraFinancial.com
View Bio
August 2018
Erin Eiras, CEO of InVestra Financial Services Incorporated specializing in working with women investors, and she has been a leader in the industry helping women be empowered to take control of their finances. She fought at a young age to understand the complexities of the financial world and has made it her mission to help other overcome their fears and take control on their decisions and investments. InVestra has a history of helping women and families achieve their goals.
Prediction: Doing this together is going to work better — a lot better — than going it alone.
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Critical illness insurance will pay you a lump sum if you become ill from — and then survive — certain illnesses or injuries.
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How has tax reform affected the generation-skipping transfer tax?
Recent tax reform legislation doubled the federal generation-skipping transfer tax exemption.
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The federal funds target rate can have a long-term impact on the economy in general and inflation in particular.
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through InVestra Financial Services, a registered investment advisor and separate entity from LPL Financial.
IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.


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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.