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Blog

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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Mother and child working on a laptop together
Robert Gentry | Jun 29, 2022

Should You Prioritize Retirement Savings over College Savings?

retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Robert Gentry | Jun 22, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Two yellow balloons with smiley faces on them
Robert Gentry | Jun 6, 2022

Are Emotions Controlling Your Personal Finances?

finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Robert Gentry | May 25, 2022

Talking to your Aging Parents about Finances

retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Two men sitting at a table and having a conversation
Robert Gentry | Apr 20, 2022

How Do I Know if a Financial Professional is the Right Fit?

finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Elderly woman doing yoga in a park
Robert Gentry | Apr 6, 2022

The New Normal Retirement

retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two people having a picnic by a lake
Robert Gentry | Mar 18, 2022

How do I Start Planning for Retirement?

retirement
If you haven't started planning for retirement yet, it's not too late.
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Robert Gentry | Mar 14, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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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 FL, MD, NM, NY, NC, PA, SC, TN, TX, WI, and VA

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