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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Planning
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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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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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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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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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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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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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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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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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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