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Required Minimum Distributions
Planning
June 15, 2026

Required Minimum Distributions: A Complete Guide to RMD Rules, Deadlines, and Mistakes to Avoid

Required minimum distributions sound simple — take money out of your retirement account once you reach a certain age. In practice, RMDs are one of the most complicated and costly areas of retirement planning. Once...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Planning

Video Guide: How to Invest in the Stock Market
Investing, Planning
March 4, 2021

Video Guide: What to Expect When Investing in the Stock Market

Learning how to invest in the stock market can be an overwhelming process. In this short video, HTG Investment Advisors President Robin Sherwood shares her favorite slides on investing in the stock market. We often...
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Planning, Retirement, Saving and Budgeting
January 28, 2021

Happy Money

In my previous blog, I shared some of the virtual activities that have brightened my day since Covid began, including several offerings through Coursera, an online library of courses from universities and companies. In one...
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Investing, Planning
December 3, 2020

Staying on Track – Common Questions During Market Uncertainty

Investors don’t worry about all market fluctuations – just the type that reduces their portfolio values. No one seems shaken when the stock market shoots upward. But market volatility is price change, regardless of its...
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Children and Money, Investing, Planning, Taxes
November 19, 2020

A Meaningful, Fun, and Easy Way to Give This Holiday Season

Updated for 2023 Gift giving to family members living far away can be a challenge. You may find yourself unsure of their needs, wants, sizes, etc. And, in this pandemic year, you may want to...
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Planning, Retirement
November 5, 2020

Three Years, Three Sets of Rules: What You Need to Know About Required IRA Distributions

2020 has been a challenging year. For those subject to retirement account required minimum distributions (RMDs), the challenges of tracking them will continue far past the arrival of a vaccine for Coronavirus. It helps to...
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Investing, Planning
August 20, 2020

Politics and Your Portfolio

An Update as We Approach the 2020 Election With less than a hundred days to the November elections, we are publishing an updated version of our blog from the start of this year. At that...
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Planning, Retirement
June 25, 2020

Ruminations at 100

HTG friend Richard Bobbe greets his 100th birthday with gratefulness and good humor.  In “Ruminations” he looks back on his fortuitous life and shares his reflections – so inspiring we had to share. Many years...
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Investing, Planning
April 30, 2020

Is Now the Time to Buy Stocks or Sell Stocks?

Jumping into today’s stock market may be appealing to those whose view tends more towards a “glass half full” than “half empty.” Sharp declines like the ones experienced in March elicit a variety of responses....
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Planning, Transitions
April 23, 2020

Reflection in a Time of Isolation

Living alone in this time of Covid-19 gives one a lot of time to reflect. Being a senior citizen, I am statistically very vulnerable, yet I am hopeful that I will survive the unprecedented health...
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