Gentry Wealth Solutions

10/12/2026

Let’s talk about buying your first home.

Between scrolling listings, touring houses, and imagining where your furniture will go, it's easy to focus on the purchase price. But before you make an offer, here are a few questions worth asking:

• Do you need 20% down? Not always. Many first-time buyers put down less, but it's important to understand how that affects your monthly payment and potential mortgage insurance.
• What does an extra $50,000 in purchase price really add to your monthly payment?
• How much will be left in your account after down payment, property taxes insurance, and closing costs?
• If the AC dies six months after you move in, do you have a plan for that?

Buying a home isn't just about qualifying for a mortgage. It's about making sure you can comfortably afford the life that comes with it

09/28/2026

Have you recently had a kid, or have one on the way, and started realizing there’s a lot more to think about than there used to be?

I’m right in that stage myself right now, and it’s interesting how quickly things shift. One minute you’re thinking about your own goals, the next you’re pricing out diapers and wondering how something that small can require that much planning. It’s not just your income or your expenses anymore, it’s things like how much you should be saving, what kind of coverage actually makes sense now, and how to start thinking about their future without losing track of your own.

Most parents aren’t behind, it’s just new. If you’re in that stage and trying to figure it out as you go, I’m always happy to talk things through. The best part of being a new parent is just being present, and having a little more peace of mind financially is one way to help make that easier.

09/14/2026

The version of you that's retiring someday would like a quick favor.

Track down your old 401(k). Not because you need to make a major change. Just because there's a good chance you’ve been meaning to check on it later and later has turned into a few years. Here are some questions to consider when you do:

• Is your old 401(k) invested the way you'd choose today?
• What are you're paying in fees?
• How many retirement accounts do you actually have?

A quick review today can help make sure there aren't any surprises waiting for you down the road

In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors.

09/09/2026

Helping families is what this business is all about, which makes it especially meaningful to welcome my younger brother, Quin, to the team.

When I started Gentry Wealth Solutions, it wasn't about building a big firm. It was about creating a place where everyday people and families could get real financial guidance without feeling like they needed a certain income, net worth, or level of financial knowledge to walk through the door.

I've had a front-row seat to the hard work it took Quin to get here, and I couldn't be prouder knowing he shares the same passion for helping people that inspired me to start this firm.

Please join me in congratulating Quin and welcoming him to the team. For those of you that didn't know, Quin has been in the office for a while now. He has been filling an admin role since June of 2025, and he finished his licensing this April making him a fully licensed advisor.

05/12/2026

"Knowing what you don't know" is one of the most powerful ways to navigate your learning. Discover how to overcome unconscious incompetence and turn your failures into a compass.

05/05/2026

Mortgage rates have dropped nearly a third of a percentage point in less than two weeks, lowering the average 30-year rate to 6.41%.

04/28/2026

Certain penalties and interest may be charged for paying and fling income taxes late.

04/21/2026

The 1960s version of the future is way more fun than our current reality—but when it comes to innovations, we’re catching up.

04/14/2026

Business owners might consider these 401(k) plans designed to minimize administrative burdens.

04/07/2026

A money purchase plan is a type of defined-contribution plan that is similar to a profit-sharing plan, except that the contribution amounts are fixed rather than variable. Thus, employers are required to make annual contributions to each employee's account regardless of the company's profitability f