Pentas Wealth Management

10/22/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

raymondjames.com

10/19/2026

Perfectionism, distraction, burnout...they can make it difficult to start a project or make progress on a task.

And while time ticks by, serial procrastinators can find themselves at odds with friends, employers and their own sense of accomplishment.

The Fall 2026 issue of WorthWhile magazine by Raymond James takes a look inside the mind to uncover how different types of procrastinators get stuck. And offers tricks to help overcome the negative emotions that get in the way of progress.

We'll also explore a range of other relevant and timely topics, including:

- Sharing space with family while maintaining boundaries in multigenerational dwellings

- How Trump accounts work and the rules surrounding them

- The role of diversification in the future of energy security

- Why the economy feels strained and prosperous at the same time

- Scientists' race to identify new species using AI tools before some disappear

If any of the articles inspire ideas for your financial goals, please give us a call. We'd love to know what your are thinking:)

pentaswealth.com

10/16/2026

In September, Pentas was honored to sponsor the Risley Middle School Golf Team from Brunswick at the 2nd Annual "Drive to Heaven, Legends Fly" Golf Tournament hosted by the Parker Price Foundation.

Held in loving memory of Parker Price, the tournament celebrates his life and his love for golf while bringing the community together.

We're grateful to have been part of this special event and to support these young golfers as they continue to learn and grow through the game💙⛳

For more information on the Parker Price Foundation, please visit their page. https://www.raymondjamesconnect.com/aQT4wK

10/14/2026

What’s the difference between an IRA and a 401(k)?

It’s easy to get the two confused and understanding how they work can help you make more informed decisions about saving for retirement.

In this month’s edition of The Pentas Post, Financial Advisors Jay Poole and Jared Collum break down the basic key differences between these two common retirement accounts.

If you are ready to start saving for retirement or want to make the most of your available options, Jay and Jared share a little insight that could make a big difference.

10/07/2026

You've worked hard to build your wealth, your family, and your future. But have you taken the time to make sure everything you've built will be protected and passed on according to your wishes?

Estate planning isn't just for the wealthy, and it isn't something that should wait until retirement. Wills, trusts, beneficiary designations, powers of attorney, insurance, and business succession strategies can all play an important role in protecting your family and preserving your legacy.

In this month's blog, Financial Advisor Briley Edwards takes a look at why estate planning is an important part of your overall financial plan and why it's worth reviewing your plan as life changes.

If you haven't reviewed your estate plan recently, now may be a good time to take another look.

pentaswealth.com

09/30/2026

Giving back to the communities we serve is an important part of who we are. 🌟 Financial Advisor Jared Collum, Client Service Associate Sherri Mainor, and Client Service Associate Justin Carter were honored to participate in the United Way Day of Action, volunteering at the Colquitt County Food Bank. We are grateful for the opportunity to support local families and make a positive impact in our community. ❤️

09/30/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

09/24/2026

A fulfilling retirement is about more than your finances. Thoughtful planning can help align your resources with how you want to spend your time, pursue your priorities and enjoy the years ahead:

raymondjames.com

09/22/2026

🍂 Happy First Day of Fall Y'all! 🍂
There's something special about this time of year, and getting outside as things cool down is definitely a reason to celebrate.

Pentas President Fraley Carlton and her partner Ryan recently enjoyed some time on the trails in the Sierra Nevada Mountains, taking in some beautiful views along the way.

What fun fall activities or trips do you have planned this year?

We'd love to hear what you're looking forward to.

09/16/2026

September can be one of the best times to take a fresh look at your financial plan.

Instead of waiting until the end of the year, now is a great time to review your progress, revisit retirement contributions, begin year-end tax planning, and make sure your financial plan still reflects your goals and priorities.

In this month's blog, Financial Advisor Jennifer Parker from our Boone location shares six financial planning moves to consider this September. She also explores why getting an early start can give you more time, flexibility, and confidence heading into the final months of the year.

Don't wait until December. A little planning now can help make year-end decisions feel a lot more manageable.

Check out this and the other blog articles from the Pentas advisors on our website.

pentaswealth.com