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Blog

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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default blog image
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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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Robert Gentry | Oct 29, 2022

Personal Finance Mistakes to Avoid

finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Robert Gentry | Oct 20, 2022

The 2023 Cost-of-Living Adjustment

retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Robert Gentry | Oct 19, 2022

Retirement Plan FAQs

retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Robert Gentry | Oct 10, 2022

4 Tips for Minimizing Financial Anxiety

finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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OSJ Branch Office of Stephen Bell
4429 Bonney Rd. Suite 450
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