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podcast
Planning
February 18, 2026

HTG Advisor Featured on Future Focused Podcast: Passing on Values With Legacy Letters

HTG Investment Advisors is pleased to share an important conversation featuring our own Allison Donaldson, CFP®, on the Future Focused: Sophisticated Estate Planning℠ podcast with Michael Clear and Wiggin & Dana. In this episode, Allison...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

General

holiday giving
General
December 26, 2025

HTG 2025 Holiday Giving and New Year’s Message

As another year comes to a close, we’ve shown our appreciation for our valued HTG clients by donating in their name to two outstanding organizations that are making a meaningful impact in global health care...
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investing
Financial Foundations Education, General, Investing
August 1, 2025

Financial Foundations: Different Types of Custodial Accounts

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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year end donation
General
December 27, 2024

HTG 2024 Holiday Giving and New Year’s Message

As 2024 comes to an end, we’re expressing our gratitude to our clients by supporting two vital causes. This holiday season, HTG is making donations on behalf of our clients to two organizations tackling critical...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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