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Blog

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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Hands holding a small wrapped present
Robert Gentry | Mar 2, 2022

Charitable Giving: Doing Your Due Diligence

finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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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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Professionally dressed man and woman looking at a tablet
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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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
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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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
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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