The Tax Cuts and Jobs Act (TCJA) of 2017 brought sweeping tax changes, including lower individual income tax rates and an increased estate and gift tax lifetime exemption. However, most of these provisions were temporary,...
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Selecting the right financial advisor is an important decision. Knowing what qualities to look for and how to evaluate an advisor’s expertise can be challenging. What criteria should you use? What is the yardstick by...
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With the advent of spring our attention shifts towards growth and development. Some big items on many people’s to-do lists range from spring cleaning at home to readying their garden in preparation for summer. It...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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Discussing life insurance is hardly a welcome pastime! Insurance terms are foreign, projections are hard to understand, and contemplating death is unpleasant. Evaluating insurance is central to your family’s long-term financial safety, but you may...
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Recently we have been receiving more calls from prospects indicating they are looking for a fee-only advisor. This is good news for us and great news for consumers, as it shows that the public is...
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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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Financial planning is the process of taking everything we know about a family’s financial circumstances, coordinating this data with their goals and objectives and then overlaying information and assumptions about the future. A financial plan...
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If you live in the Northeast part of the country today, chances are you are at home watching the beautiful snow fall and dreading the inevitable snow shoveling that is sure to follow. Today is...
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It’s that time of year when many of us are committing to New Year’s resolutions, such as losing weight or exercising more. Investors could benefit from resolutions targeting their financial health as well. For those...
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