This guide walks you through exactly what causes impulse buying, the real financial damage it causes, and nine practical strategies to stop. Maybe you stopped at the supermarket on the way home, hungry, and grabbed...
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You just received a life-changing amount of money. You can cover all your expenses, repay every debt, buy nearly anything you want, and never worry about running out of funds. So why doesn’t it feel...
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Should I front-load or max out my 401(k) early in the year? How do I avoid losing my company match? These questions came up recently when my husband prepared for his annual bonus elections in...
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Inherited IRA rules have become increasingly complex with the SECURE Act and SECURE 2.0. New requirements took effect in 2025 that can dramatically impact beneficiaries’ tax situations. Inheriting a retirement account should feel like a...
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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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Receiving an inheritance can provide financial opportunities, but also requires careful planning to avoid costly mistakes. CFP® certificant Kerry Connell highlights common mistakes and how to avoid them.
What does generational wealth really mean, and how can you build and protect it? In this article, CERTIFIED FINANCIAL PLANNER® certificant Kerry Connell shares tips for creating generational wealth & common mistakes that could quietly...
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When can I retire? How much can I spend? What does my future look like? This article breaks down six key financial planning questions and how a CERTIFIED FINANCIAL PLANNER® helps you answer them. No...
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The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has brought significant changes to the tax landscape—including some important shifts that affect charitable giving. While the law made permanent many...
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The following article was originally published by Wiggin and Dana, LLP and is reprinted here with permission. A revocable trust is a flexible estate planning tool that allows you to manage and distribute your assets...
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