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Blog

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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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Robert Gentry | Nov 3, 2021

Divorce and Retirement: Here’s What You Need to Know

retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Robert Gentry | Oct 27, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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An exit sign in a modern office building
Robert Gentry | Oct 7, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Grandmother and granddaughter knitting together
Robert Gentry | Sep 7, 2021

Retirement as a Single Woman

retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Calculator and worksheets on desk
Robert Gentry | Sep 3, 2021

Are Advisory Fees Tax Deductible?

FINRA Reviewed
Tax Planning
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
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Person doing taxes
Robert Gentry | Sep 2, 2021

Taxes and Your Home Based Business

Premium
Tax Planning
One of the advantages of running your own business from your home is that you get to be yourself all of the time. But, it is important that you don’t lose sight
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Hands with phone and laptop
Robert Gentry | Sep 1, 2021

Whole Life Insurance as a Tax Diversification Strategy

Tax Planning
For many people, life insurance forms the security foundation of their financial plan. While most financial planners recommend that life insurance be purchased
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default blog image
Robert Gentry | Aug 31, 2021

How to Increase Your Returns with Tax-Savvy Investing

Tax Planning
After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest
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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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