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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...
jenniferpodolak
6 days ago2 min read
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Plan It. Live It. Give It. | Gentian Retirement
Retirement is not a destination. But years ago when I started it seemed that way. Retirement was the end goal, a time you worked your...
Chris Doughty
Jul 23, 20214 min read
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