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.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
06/24/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

06/22/2026

It is easy to lose focus when life gets busy. That is where taking time to reflect can make a big difference. Looking back at your routines and habits can help you see what has changed and where you might need to adjust. Even small changes can help you feel more balanced and focused again.

What helps you stay grounded when life feels busy?

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/22/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
06/19/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

06/17/2026

Summer is a great time to enjoy yourself, but it is also when spending can sneak up on you. Keeping track of your expenses, even in a simple way, can help you stay aware without taking away from the fun. It is not about limiting yourself. It is about knowing where things stand so there are no surprises later.

How do you track your spending during busy seasons?

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Chec...
06/17/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

A timeline covering a few of the major provisions of the SECURE Act 2.0.

06/15/2026

We are halfway through the year, and it's a good time to reflect on what you had planned and what actually happened. Sometimes we cannot do everything we set out to do, especially with busy schedules and family priorities.

That does not mean the season was not meaningful. Focusing on the time you were able to spend with family and the moments you created can help shift perspective in a positive way.

It is not about doing it all. It is about valuing what you did.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
06/15/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
06/12/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

06/11/2026

Watching the NBA Finals is a good reminder that success usually comes from having a complete team, not just a few standout players.🏀 The same can apply to your finances. A plan that covers different scenarios and includes both goals and potential risks can help you feel more prepared. Having a well-rounded plan can make a big difference over time.

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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