Gentry Partners Wealth Management

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

How to Make the Tax Code Work for You When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

For most people, wealth-building doesn’t happen automatically. Real, measurable progress comes from building consistent habits that move you forward. Check out 6 habits to start this year to establish a foundation that can last you a lifetime.

6 Smart Wealth-Building Money Habits to Start Early Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

Today, we honor the American flag and the values it represents — freedom, unity, and strength. 🇺🇸
Happy Flag Day from all of us at Gentry Partners Wealth Management.

To help determine whether a charitable trust is a good-fit solution for you, consider your tax situation, giving goals, family situation, and overall financial picture.

A Quick Guide to Charitable Trusts Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

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Read the latest issue of Retire Wise here:

Retire Wise | June 2026 Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to make informed decisions. Explore how cash flow management can help you stay on track and create tax savings.

Simple Strategies for Tax-Intelligent Cash Flow Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.