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Blog

Robert Gentry | Feb 18, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Robert Gentry | Feb 9, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Robert Gentry | Jan 19, 2022

Why Financial Professionals Are Still Important

Robo Advisors
finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Robert Gentry | Jan 12, 2022

How Habits can Impact Your Finances

finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Robert Gentry | Dec 22, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Robert Gentry | Dec 15, 2021

Why You Need an Investment Philosophy

Investments
finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Robert Gentry | Nov 9, 2021

Social Security Facts for 2022

retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Robert Gentry | Nov 3, 2021

Divorce and Retirement: Here’s What You Need to Know

retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Robert Gentry | Oct 27, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Robert Gentry | Oct 7, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Robert Gentry | Sep 7, 2021

Retirement as a Single Woman

retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Robert Gentry | Sep 3, 2021

Are Advisory Fees Tax Deductible?

FINRA Reviewed
Tax Planning
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
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OSJ Branch Office of Stephen Bell
4429 Bonney Rd. Suite 450
Virginia Beach, VA 23462
Business: 757-461-1539
Fax: 757-461-6458

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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, to residents of KY, MD, MI, NJ, NM, NY, NC, PA, SC, TN, TX, and VA

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