Generations Wealth Advisors

Generations Wealth Advisors http://www.generations-wealth.com At that time, her business was called Golden Years Insurance Agency.

Teresa Yent has been serving the triangle since 1997 when she first began helping retirees and seniors find affordable health insurance, long term care and fixed annuities. Jim Yent joined the firm in 2002 after he was the blessed recipient of a transplanted kidney. After Jim joined the firm, we expanded by adding our investment and advisory services offering portfolio management and securities pr

oducts. We changed our name to Golden Years Advisors LLC to better reflect our core mission with our clients. We enjoy being independent financial professionals who are not 'captive' to any Wall Street Firm or other Financial Industry Provider. Unlike some major brokerage companies, we do NOT recommend products or services because of existing "soft dollars", "preferred products", or other potential financial incentives. We provide fee-based financial plans and recommend products and services to help our clients toward obtaining their financial goals and needs. We encourage you to EXPERIENCE THE DIFFERENCE of working with us. We welcome you to attend one of our educational workshops or take advantage of our Video Visitor home educational programs. FOCUS: We work predominately with retirees and those nearing retirement. We appreciate your unique needs and desires for your retirement. We work hard to excel at assisting our clients to build a personal Financial Road Map to meet their changing priorities in the areas of investments, financial estate, tax, insurance, & asset protection. SERVICE: We treat our clients like family: we have your best interests at heart. We constantly strive to educate and disclose to our clients both the pros and the cons of any financial decision that they must face. In our experience, when retirees have "all of the facts", they are in a better position to make decisions about their financial future. SATISFACTION: We take tremendous pride in delighting our customers. We are proud to be a complaint-free member of the Raleigh Better Business Bureau. We provide a money-back guarantee on our fee-based financial planning.

College, kids and costs.
06/03/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

06/02/2026

Summer is a time to enjoy life, but it is also when spending can quietly drift off track.

Taking a quick look at your finances halfway through the year can help you catch small changes before they turn into bigger problems later. Even a few adjustments now can make the rest of the year feel more controlled and less stressful.

What is the biggest challenge for you when it comes to checking your finances mid‑year?

06/01/2026

Thinking about a prepaid debit card? Consider the pros and cons.

Your credit score may impact what you pay for auto and home insurance.
05/29/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Do your kids have the right stuff for college?
05/27/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Here are 5 facts about Social Security you absolutely need to know.
05/25/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
05/22/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
05/20/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
05/18/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

Stay ahead this year with this handy Personal Finance Calendar.
05/15/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Address

Raleigh, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19197554889

Website

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