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Blog

Robert Gentry | Aug 1, 2022

Preparing for Lifetime Income in Retirement

retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Robert Gentry | Jul 30, 2022

Financial Planning for Young Professionals

Investments
finance
It’s never too early to start planning for your financial future.
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Robert Gentry | Jul 14, 2022

Finance Lessons for Your Teen

Family
finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Robert Gentry | Jun 29, 2022

Should You Prioritize Retirement Savings over College Savings?

retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Robert Gentry | Jun 22, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Robert Gentry | Jun 6, 2022

Are Emotions Controlling Your Personal Finances?

finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Robert Gentry | May 25, 2022

Talking to your Aging Parents about Finances

retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Robert Gentry | Apr 20, 2022

How Do I Know if a Financial Professional is the Right Fit?

finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Robert Gentry | Apr 6, 2022

The New Normal Retirement

retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Robert Gentry | Mar 18, 2022

How do I Start Planning for Retirement?

retirement
If you haven't started planning for retirement yet, it's not too late.
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Robert Gentry | Mar 14, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Robert Gentry | Mar 2, 2022

Charitable Giving: Doing Your Due Diligence

finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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OSJ Branch Office of Stephen Bell
4429 Bonney Rd. Suite 450
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