The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has brought significant changes to the tax landscape—including some important shifts that affect charitable giving. While the law made permanent many...
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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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By some estimates, a family with a special needs child will spend as much as an additional $1.4 million over the child’s lifetime, compared to a family without special needs. To cover these expenses, most...
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Looking for entertaining and educational ways to keep your children busy this summer? Have them read some of these books to introduce financial values and help them gain a sense of financial independence. Every parent...
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Identity theft is becoming commonplace and it seems almost everyone in the U.S. has received a notice that their personal data may have been stolen in connection with a data breach. Several of these data...
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You can give your children and grandchildren a priceless asset when you help them recognize their attitude toward money and learn good financial responsibility. Grandparents, parents, schools and now children themselves recognize the need for...
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Money issues can both weaken and strengthen a partnership or marriage. Having an honest, non-judgmental and on-going dialogue about finances with your significant other will make it easier when difficulties arise and tough decisions need...
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Do you find holiday shopping for children and grandchildren challenging? What size, color, type should you buy? Will they like it? Do you know their current needs? ONE SIZE FITS ALL By buying a gift...
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In a year when news has been dominated by hackers and email breaches, it’s not surprising that the majority of Americans are concerned about cyber security. Below are some online essentials compiled by our friends...
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After months of preparation and design, we are excited to announce HTG Investment Advisors’ brand new logo and website. To help us with the transition, we chose an award-winning web design company, Further Bound, whom...
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