Planning
June 27, 2025
Do I Need a Will AND a Trust?
When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
Children and Money
July 15, 2022
How a Summer Job Can Kickstart Your Retirement Savings
It’s that time of the year when teens and college students are toiling away at their summer jobs while the rest of us hit the beach. Retirement might not have been top of mind when...
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Children and Money, Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes, Transitions
July 1, 2022
Video Guide: Women’s Webinar Series
Recently, HTG hosted a webinar series for women entitled “Financial Fitness Bootcamp”, with the goals of educating, empowering, and motivating women to take control of their financial futures. Personal finance may not be a priority...
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May 20, 2021
A Silver Lining of the Pandemic
As I write this article, we are over a year into the pandemic. With vaccinations on the rise, and our eye on the future, I’ve taken time to reflect on some of the benefits of...
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November 19, 2020
A Meaningful, Fun, and Easy Way to Give This Holiday Season
Updated for 2023 Gift giving to family members living far away can be a challenge. You may find yourself unsure of their needs, wants, sizes, etc. And, in this pandemic year, you may want to...
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May 7, 2020
Learning Opportunities for Our Children During Lock Down
Thomas Jefferson once said, “The happiest moments of my life have been the few which I have passed at home in the bosom of my family.” At the moment, it feels like we have been...
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November 21, 2019
Which Charitable Giving Strategy is Right for You?
Thanksgiving marks the official start of the holidays. This time of year, letters start arriving in mailboxes from charitable organizations requesting contributions before year-end. Instead of responding immediately to each appeal, consider an overall charitable...
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July 11, 2019
A Practical Way to Introduce Your Children to Budgeting; Learn by Doing
The endless lessons a parent teaches a child must include those about money. Starting to teach them about money at an early age and continuing through young adulthood will help form a strong foundation on...
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May 9, 2019
Estate Planning Tools for Individuals With Disabilities, Mental Health Conditions, or Addictions
Almost everyone can think of a relative or close friend who has a family member with a disability, mental health condition or addiction. Disabilities alone capture many individuals with learning or developmental issues, a physical...
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April 11, 2019
Planning a Wedding? Five Tips for Managing the Cost
Congratulations! Mazel Tov! Your son or daughter is getting married. Your family is growing. Hopefully, with the help of your financial advisor, you have already been planning for the big day. A lot has changed...
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