Best Practices
Helping Kids Build Strong Financial Habits for Life
As summer begins, many families have kids in transition: moving to middle school, starting high school, or graduating and heading to college. At Sente,…
Read MoreOptimize Your Portfolio for 2024
The Dow Jones finished near a record high in 2023, the S&P 500 is up 24% year-over-year, and Bitcoin is up 116% from a…
Read MoreAre You Filling Up Your Savings Buckets
According to a recent article, nearly one in three people (30 percent) in 2023 had some emergency savings, but not enough to cover three…
Read MoreThe New Year’s Resolution You Shouldn’t Overlook: Checking Your Net Worth
As we bid farewell to the old and welcome the new, many of us embark on the journey of setting resolutions for the coming…
Read More
Top Tips for Buying a Home Right Now
Buying a home is a significant milestone and a major financial commitment. Whether you’re a first-time homebuyer or experienced in the real estate market,…
Read MoreA Simple & Important Way to Protect Your Personal Information
During the Mortgage Process When you’re making a major purchase that requires a credit pull — like getting a mortgage or buying a new…
Read MoreSave Money by Doing a Home Insurance Policy Review
Many of our clients are especially conscious of making smart money decisions right now. With inflation and consumer costs on the rise, have you…
Read MoreLet’s Chat Taxes
What to do now to prepare for the 2022 tax season Tax day is April 15, 2022 — which may feel like a long…
Read MoreTwo Easy Ways to Take Control of Your Spam Calls
Data privacy is understandably a hot topic. Millions of Americans aren’t aware of just how easily some of their personal information is sold to…
Read More