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Resources

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Derek Roy | Mar 4, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Understanding Financial Tax Scams | Sentinel Private Wealth
Derek Roy | Mar 4, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Easy Tips To Take Time Off Taxes | Sentinel Private Wealth
Derek Roy | Mar 4, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Professionally dressed man and woman looking at a tablet
Derek Roy | Mar 4, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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