Are you a young professional or new to managing finances? As your financial situation becomes more complex, do you find it challenging to prioritize your financial objectives? You might find yourself asking, “Where do I begin? How can I measure my progress? What should I tackle first?”
Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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Tax season is wrapping up, and if a refund is heading your way, you might already be thinking about how to spend it. Before that deposit hits your account and disappears into everyday life, take...
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A recent national study has uncovered some eye-opening patterns in how investors make investment decisions. The FINRA Foundation’s 2024 National Financial Capability Study1 surveyed thousands of investors and found significant gaps between where young investors get...
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New year, new contribution limits! Each year typically introduces updated limits for various retirement and savings accounts. We’ve compiled this convenient reference guide to help you maximize your tax-advantaged savings in 2026. 401(k), 403(b), and...
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The unthinkable happens in an instant—a stroke, a devastating diagnosis, a sudden accident—and suddenly you’re thrust into the role of financial detective for your parents, rifling through drawers, searching email accounts, and calling banks without...
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After more than 30 years of guiding families through their investment journeys, we’ve noticed that some of the most persistent challenges investors face aren’t market-related—they are mindset-related. Today, we want to address some common misconceptions...
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At HTG, we understand that starting your investment journey can feel overwhelming with so many account options available. This month, our focus is to help you understand the different types of investment accounts, outside of...
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You’re probably thinking, “I’m young – why do I need estate planning?” Here’s the reality: if you have a 401(k), own anything valuable, or have people who depend on you, you need a plan. The...
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Having a great salary is something to celebrate, but as many professionals discover, income alone doesn’t guarantee financial security. A recent study conducted by the CFP Board1 shows that 90% of millennials struggle to achieve their...
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