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Blog

Older couple embracing on a boat overlooking a body of water
Robert Gentry | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
A brain surrounded by circles representing brain waves
Robert Gentry | Feb 20, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Robert Gentry | Feb 9, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Person holding jar of coins with a 'savings' label
Robert Gentry | Jan 31, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Robert Gentry | Jan 30, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
finance
Lifestyle
retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Man reading newspaper next to laptop and phone
Robert Gentry | Nov 21, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Couple walking in a field with the ocean in the background
Robert Gentry | Oct 25, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Set of keys beside miniature house
Robert Gentry | Oct 21, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Grandmother with child
Robert Gentry | Oct 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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financial professionals
Robert Gentry | Sep 21, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
A black and white image of a couple laughing
Robert Gentry | Sep 18, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Robert Gentry | Sep 16, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More

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