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...
READ MORE
Forty years ago, I started advising families on investing their financial wealth. Four decades have provided plenty of opportunities to make mistakes and observe others do the same. I share some below, and six lessons...
READ MORE
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...
READ MORE
A recession, which is a decline in economic activity, brings to mind companies going bust and employees losing their jobs. While there may have been as many as 48 U.S. recessions dating as far back...
READ MORE
With inflation rising, many investors are wondering about ways to protect their portfolios. I Bonds (Series I Savings Bonds) have been in the news a lot of late, offering a risk free investment rate of...
READ MORE
2022 began with a strong economy and rising inflation. Real GDP in 2021 grew at a 5.7% rate according to The Conference Board, reflecting a rebound from negative growth in 2020. The invasion of Ukraine...
READ MORE
Are you a millennial or young professional who has made great strides in growing your career in your twenties and thirties? Have you now enjoyed the fruits of your labor with more income and started...
READ MORE
Inflation has a different impact on each of us. House hunters hate seeing prices rise while they are looking to buy. Homeowners enjoy hearing how much more houses in the neighborhood are selling for compared...
READ MORE
In part one of this blog, I explained what Restricted Stock Units (RSUs) and Employee Stock Options are and how they are taxed. If you missed it, please go back, and read it here. If...
READ MORE
As a team of predominantly women advisors with years of experience helping others while also setting our own financial goals, we understand the unique challenges and issues that women face in building the life they...
READ MORE