Receiving an inheritance can provide financial opportunities, but also requires careful planning to avoid costly mistakes. CFP® certificant Kerry Connell highlights common mistakes and how to avoid them.
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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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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Gift giving at holiday time to family members living far away can be a challenge. Do you find yourself asking about their needs, wants, sizes, best colors, etc.? We faced this challenge for many years...
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Parents want to teach their children skills that create independence through decision making. But financial literacy in current affluent households has become a more elusive lesson than it was in previous generations. The need for...
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With college costs rising at an average annual rate of 5.7% (since 1983 according to J.P. Morgan), the best advice on college savings is to save early and save as much as you can. But...
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The distinct perspectives of different generations add value, both at work and play. HTG Investment Advisors benefits from the range of more than four decades between our youngest and oldest employees. Jeanne and I also...
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Most of us wish we could bottle up the sense of joy and family harmony we feel over the holidays and retrieve it during stressful times. In fact, we would like to keep family peace,...
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529 College Savings Plans were originally designed as investment accounts to save for a beneficiary’s future higher education costs. Prior to the new tax bill, withdrawals from a 529 would only be qualified (tax-free earnings...
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Do you remember family stories about your great grandparents’ arrival in the US at age 18 with little money, few skills, and only hope and ambition carrying them to the “land of opportunity?” Over time,...
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