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Breaking a Promise
In 1997, the U.S. Congress passed legislation that gave birth to a whole new kind of retirement account. They called it a Roth account....
Jun 16, 20223 min read


Investment Declines Hurt
Opening investment statements – or checking values online – is tremendously gratifying when markets are rising. When markets swing in the...
Jun 9, 20223 min read


57% of Americans Paid No Federal Income Taxes – How?
In 2021, the percentage of Americans who paid no federal income tax increased to 57% in comparison to 44% pre-pandemic. Covid relief...
Jun 7, 20224 min read


A 9.6% Guaranteed Return
What if I said I could offer you an investment with a guaranteed return of 9.6%? There’s no chance of loss. Would you be interested?...
May 26, 20223 min read


How Maximizing Your Health Savings Account Could Save You Thousands In Retirement
If you have a high deductible health insurance plan, there is a valuable tool that can save you tens of thousands in retirement. You may...
May 20, 20223 min read


Disability Insurance: What it is & What You Should Know
Chances are that at some point in your life you or someone you know have had an accident that impacts their ability to work. Whether you...
May 11, 20223 min read


Worried About Double Taxation on Your Roth IRA?
Are you concerned the government may go back on its’ word and tax your Roth IRA? Watch this video to hear what Justin Lueger has to say...
May 5, 20221 min read


How the Secure Act 2.0 Can Affect the Majority of Retirement Savers
Do you have a workplace retirement plan? Do you have student loans? Give this video a watch and learn how the Secure Act 2.0 might affect...
May 2, 20221 min read


Are Big Changes Coming for Retirees? - Article
Recently the U.S. House of Representatives passed the Secure Act 2.0. The bill possessed wide bipartisan support by proposing some very...
Apr 22, 20223 min read


Are Big Changes Coming for Retirees? - Video
The U.S. House of Representatives recently passed a bill that could affect many retirees and investors 50 and older. "The original Secure...
Apr 21, 20221 min read


Our Answers to Five Questions to Ask Your Financial Advisor
1. What Services Do You Provide? a. Invisor’s primary service is called Wealth Management, which includes holistic financial...
Apr 15, 20223 min read


5 Questions to Ask Your Financial Advisor
Invisor Financial discusses 5 questions every person should ask their financial advisor or advisor they are thinking about working with....
Apr 13, 20221 min read


Who Is Invisor?
Check out Invisor Financial’s video giving insight on who Invisor Financial is and what makes them different. What makes us unique and...
Apr 13, 20221 min read


Sit and Do Nothing
The trouble with investing is that what feels right is often wrong and what feels wrong is often right. It’s all backwards. Investing...
Mar 26, 20223 min read


The Spinsters Are Relentless
I feel sorry for people who don’t know a lot about investing. I don’t say that in a demeaning, holier-than-thou kind of way. Truly, I...
Mar 6, 20223 min read


When the Real Money Is Made
In my last column, I laid out a simple process for building wealth. It looks like this: 1. Make money. 2. Spend less than you...
Feb 20, 20223 min read


4 Steps to Big Wealth
Did you know there’s a simple formula to generate tremendous wealth for yourself over time? There are just four simple steps. Like most...
Feb 6, 20223 min read


Benjamin Franklin Was Wrong
It’s probably not wise to label an American genius and Founding Father as ‘wrong,’ but I’m going to do it anyway. Benjamin Franklin was...
Jan 23, 20223 min read


We’re All Envious
In life, some of one thing can be healthy, but too much of that same thing can be toxic. There are plenty of examples: food, free time,...
Jan 9, 20223 min read


Hard Work or Easy Money
I generally subscribe to the theory that hard work pays off. Some would say, “There are no shortcuts.” But that’s not always true. You...
Dec 26, 20213 min read
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