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Will and trust
Planning
June 27, 2025

Do I Need a Will AND a Trust?

When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Planning

senior living
Planning, Transitions
June 13, 2025

A Financial Planning Guide for Senior Living Facilities

Most of us dream of aging in place, staying in our homes until our final days. There’s comfort in familiar surroundings and a sense of control that comes with being in our own space. But...
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Planning
May 30, 2025

Retirement Ready: 5 Financial Planning Lessons From My 27-Year Career at HTG

I will retire on May 30th after 27 years at HTG. This was a bittersweet decision because I have greatly enjoyed my work and have had the most amazing group of colleagues and clients who...
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finance advice young adult
Planning
May 16, 2025

A Financial Guide for Young Adults

Congratulations to recent graduates and hello to all twenty-somethings navigating early career life! Whether you’re just finishing college or a few years into your professional journey, establishing strong financial habits now will create a foundation...
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insurance questions
Planning, Transitions
May 9, 2025

Navigating Life’s Healthcare Transitions: A Q&A with Healthcare Pathfinder

In a recent information session, Anne McGuire and Ginny Jamison from Healthcare Pathfinder met with the HTG team to discuss how they assist clients with healthcare insurance transitions, long-term care insurance claims, and related advocacy....
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smart money moves
Investing, Planning
April 18, 2025

Staying the Course: Smart Financial Moves During Market Volatility

Financial market volatility can trigger our instinct to take immediate action. When headlines scream about market drops and uncertainty looms, it’s tempting to make reactive decisions with your investments. However, history shows that staying the...
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financial advisor
Investing, Planning, Retirement, Saving and Budgeting
April 4, 2025

What are the Benefits of Working with a Financial Advisor?

As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
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lifestyle creep
Planning, Saving and Budgeting
March 21, 2025

The Silent Threat to your Wealth: Lifestyle Creep

After dedicating countless hours to your career, it’s natural to reward yourself with something special after receiving a raise or bonus. Maybe it’s a fancy dinner or vacation. Or maybe it’s simply gradually elevating your...
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bias in financial decision
Investing, Planning
February 7, 2025

Understanding Behavioral Biases in Financial Decision Making

Financial markets are often viewed as rational systems where participants make logical decisions based on available information. However, psychological research has consistently shown that human behavior in financial markets is far from rational. In fact,...
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year end financial review
Planning, Retirement, Saving and Budgeting
December 13, 2024

Year-end Financial Review: Prioritizing Your Financial Future

For many, December is a time for celebrating, shopping, gift giving, and gathering with family and friends. It can also mean taking a break from work and allowing time for reflection. This year, consider carving...
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HTG Advisors

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

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