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Blog

Robert Gentry | Oct 7, 2022

Medicare in 2023: Here's What You Need to Know

Health
retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Elderly person holding a stress ball
Robert Gentry | Sep 29, 2022

How to Plan Long-Term Care Before You Need It

finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Robert Gentry | Sep 27, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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coins in a cup with growing plant
Robert Gentry | Sep 20, 2022

What are the Benefits of Saving Early?

Savings
finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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Hand holding a page with several charts on it
Robert Gentry | Sep 16, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Hand holding a large bundle of balloons
Robert Gentry | Sep 8, 2022

What to Do With with a Sudden Windfall

finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Robert Gentry | Sep 3, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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A couple working in their kitchen together
Robert Gentry | Aug 31, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Robert Gentry | Aug 5, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
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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Focused young woman shopping online on her laptop
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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A teenager holding a yellow and blue longboard talking to her friend
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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OSJ Branch Office of Stephen Bell
4429 Bonney Rd. Suite 450
Virginia Beach, VA 23462
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