In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, explains how dividends, interest, and capital gains are taxed, and walks through the strategies we use to help clients keep more of what...
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This guide, prepared by HTG advisor Jennifer Hunt, CDFA®, walks through the financial steps to take before, during, and after a divorce, and how planning at each stage can help you make informed decisions and...
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This guide, prepared by HTG advisor Sonya Ziolkowski, CFP®, provides a comprehensive overview of Roth conversions and the considerations involved in determining whether one is appropriate for your goals and circumstances. The Roth IRA is...
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In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, walks through the most common estate planning mistakes families make, from skipping the plan altogether to letting beneficiary designations go stale, and what...
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This summer highlighted something I already knew but felt freshly. I watched my son get married — a day years in the making, one of the happiest of my life. Within those same months, I...
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In this article, Allison Donaldson, CFP®, explains what to do after inheriting $1 million or more, including the financial decisions that should come first, the tax and asset complexities you may need to consider, and...
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Fraud today rarely looks like a stranger breaking in. It looks like a convincing phone call, a familiar-looking email, or a text message that seems to come from your bank. The good news: most of...
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You’ve probably had the conversation—maybe over dinner, maybe on a long drive — where the future comes up and kids enter the picture. It’s exciting. It’s also, if you’re being honest, a little terrifying. The...
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Many workers in their 50s are behind on retirement savings, but for those who have the capacity to put more into retirement accounts during this time, catch-up contributions can increase retirement readiness. In this article,...
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Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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