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Blog

Close up portrait of child giving two thumbs up
Robert Gentry | Jun 6, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Toddler standing at the bottom of a stone staircase
Robert Gentry | Feb 27, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Robert Gentry | Feb 24, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Man sitting on a park bench and working on a laptop
Robert Gentry | Jan 25, 2023

Financial FAQs

finance
retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Parent reading a book to their newborn child
Robert Gentry | Jan 18, 2023

What does "Wealth" Mean to You?

finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Robert Gentry | Jan 10, 2023

It's Never Too Late to Save for Retirement

retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Robert Gentry | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a bill with a red "Past Due" stamp on it
Robert Gentry | Nov 29, 2022

Debt and Retirement: Can You Handle Both?

retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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stock
Robert Gentry | Nov 9, 2022

Top 5 Financial Terms You Should Understand

finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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man pointing at document with pen
Robert Gentry | Nov 8, 2022

How can a Financial Advisor Assist me with Lowering Tax Liability?

Tax Planning

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

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Robert Gentry | Nov 7, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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A row of houses along a canal
Robert Gentry | Nov 5, 2022

Retiring Abroad

retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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