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.

Do you know the difference between a credit lock and a credit freeze?
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Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

09/04/2026

As summer comes to a close, one thing I look forward to is getting back into a routine.

Summer is great because it's often filled with travel, activities, and spontaneous plans. But by September, I'm usually ready for a little more structure.

Part of that comes from my background. Having served in the Army National Guard, I've always appreciated the value of routine, consistency, and discipline.

For me, structure isn't restrictive—it's actually what helps reduce stress. Knowing what the week looks like, getting back into family routines, and establishing a rhythm again helps me stay focused and organized.

I've found that everyone operates differently. Some people thrive on spontaneity. Others thrive on structure. For me, having a routine creates the foundation that allows everything else to run more smoothly. Are you someone who prefers structure, or do you thrive on flexibility? - Jake

When you choose to take Social Security might impact your retirement income. Find out how.
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When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

08/31/2026

Don't let taxes sneak up on you. The best time to plan is before year-end—not after tax season arrives.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/28/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
08/26/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
08/24/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

08/24/2026

Baseball isn't won in one game. And financial success isn't built in one day. Consistency matters.

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08/21/2026

Have questions about Social Security or taxes? Join one of our upcoming webinars or seminars to learn more and get answers to some of retirement's most important questions.

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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