There’s something I’ve noticed over the years—both in my own life and in the lives of the families we serve.   Clarity rarely arrives by accident. It ’s usually created. Often quietly. Often intentionally. And very often, by letting go.   When we talk about decluttering, most people think of closets, basements, garages, or overflowing drawers. And yes—those matter. But decluttering is about far more than stuff in a physical space.   It’s about mental space. It ’s about emot

As we begin a new year, we want to pause—not to predict what comes next, but to reflect on where we are, why we invest the way we do, and what ultimately matters most. At Gentian, we don’t measure success by headlines, forecasts, or short-term market moves. We measure it by something far more personal: your ability to live the life you care about, with confidence today and continuity for those you love tomorrow. That perspective guides everything we do. Our Way of Operating F

Every year, on the Friday after Labor Day, we celebrate National 401(k) Day —a timely reminder to check in on your retirement savings....

From the Desk of: Chris Doughty We recently lost a truly remarkable figure in American public life: David Gergen, who passed away in July...

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...

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...

Did you know there is an entire month dedicated to understanding the inner workings of the powerful savings vehicle, the 529 Savings...

Times Like These We are living through yet another chapter of market volatility. While the specifics may feel different this...

Chris Doughty named to the 2024 Barron's Top 1,200 Financial Advisors

Unfortunate that posts like this are even necessary, but internet scams aren't going away anytime soon. In fact, as the intelligence of...

It is with great pleasure that we announce and congratulate Chris Doughty CERTIFIED FINANCIAL PLANNER™ CFP ®, Chartered Retirement...

Retirement is a significant life event, and making the right choices is crucial to ensure a comfortable and financially stable future....