top of page


Search


Why 401(k)? How It Started and Why It Still Matters
Every year, on the Friday after Labor Day, we celebrate National 401(k) Day —a timely reminder to check in on your retirement savings....
Gentian Financial
Sep 22 min read
 
 


Celebrating the Life and Wisdom of David Gergen
From the Desk of: Chris Doughty We recently lost a truly remarkable figure in American public life: David Gergen, who passed away in July...
Chris Doughty
Aug 132 min read
 
 


Here are some lesser-known and creative ways to use a 529 account.
Earlier this month we outlined the basic concept and uses of a 529 savings account. We also discussed how the SECURE Act 2.0 made 529s...
Gentian Financial
May 292 min read
 
 


The Secure Act 2.0 + 529 Accounts
You Can Roll Over 529 Funds to a Roth IRA Imagine repurposing those unused education funds into a retirement nest egg—yes, you heard that...
Gentian Financial
May 232 min read
 
 


May is National 529 Month!If you have a 529 Savings Account set up already or are considering putting one into place, we’re sharing facts and key considerations all month long!
Did you know there is an entire month dedicated to understanding the inner workings of the powerful savings vehicle, the 529 Savings...
Gentian Financial
May 123 min read
 
 


A Few Thoughts On.....
Times Like These  We are living through yet another chapter of market volatility. While the specifics may feel different this...
Chris Doughty
Apr 91 min read
 
 


2024 Barron's Top 1,200 Financial Advisors
Chris Doughty named to the 2024 Barron's Top 1,200 Financial Advisors
Gentian Financial
May 31, 20242 min read
 
 


Guarding Your Cyber Self: Today's Most Common Internet Scams
Unfortunate that posts like this are even necessary, but internet scams aren't going away anytime soon.  In fact, as the intelligence of...
Gentian Financial
Sep 12, 20231 min read
 
 


SIX YEARS RUNNING: Chris Doughty Named to the Forbes | Best-In-State Wealth Advisors list!
It is with great pleasure that we announce and congratulate Chris Doughty CERTIFIED FINANCIAL PLANNER™ CFP ®, Chartered Retirement...
Gentian Financial
Apr 11, 20232 min read
 
 


8 Great Retirement Mistakes
Retirement is a significant life event, and making the right choices is crucial to ensure a comfortable and financially stable future....
Gentian Financial
Mar 15, 20232 min read
 
 


Chris Doughty selected to attend Raymond James Global Top 50 Advisors Conference in New York
Congratulations to Chris Doughty for being selected to attend Raymond James Global Top 50 Advisors Conference for 2023 in New York!...
Gentian Financial
Mar 14, 20231 min read
 
 


BOOK CLUB: From Strength to Strength
OVERVIEW From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second Half of Life  is a nonfiction book by...
Gentian Financial
Feb 13, 20234 min read
 
 
bottom of page




