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Blog

Robert Gentry | Apr 9, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Robert Gentry | Apr 8, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Robert Gentry | Jan 8, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Robert Gentry | Nov 12, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Robert Gentry | Nov 7, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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Robert Gentry | Oct 8, 2024

7 Milestones At Age 50 & Above

retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Robert Gentry | Oct 5, 2024

How to Reprogram & Improve Your Money Mindset

finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Robert Gentry | Sep 11, 2024

4 Pervasive Myths About Inflation

Investments
finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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Robert Gentry | Aug 13, 2024

A Guide to Pensions & Retirement Benefits

retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Close-up image of an elderly hand being held by a younger-looking hand
Robert Gentry | Jul 12, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Digital art of a lawyer standing next to a large document and gavel.
Robert Gentry | Jun 26, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Image of a sailboat sailing on a lake, with cloudy weather above.
Robert Gentry | Jun 11, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

finance
Lifestyle
retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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