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A quarter of Connecticut on US dollar bills. Symmetric composition of US dollar bills and a quarter of Connecticut.
Retirement
May 22, 2026

What You Should Know Before Retiring in Connecticut

Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Planning

Planning, Transitions
April 8, 2020

Coping in the Time of Coronavirus

Let’s face it; we could all use some help coping with life in coronavirus times. The following suggestions come from Dr. Roni Cohen-Sandler, a long-time friend of HTG. She is a clinical psychologist, author, and...
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Planning, Retirement, Taxes
April 2, 2020

Four Tax Rule Changes Every Retirement Account Holder Should Know

The United States has been clobbered by the impact of Covid-19 and its associated economic effects. To provide some relief, the government has implemented a myriad of programs which are likely to have broad reach,...
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Planning, Retirement, Taxes, Transitions
March 12, 2020

Planning Strategies for the End of the Stretch IRA

In my earlier blog, I covered the major new provisions of the SECURE Act. One of the biggest changes involved the curtailment of the time an inherited IRA could continue its deferral, raising the question-...
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Investing, Planning
February 24, 2020

Will the Coronavirus Infect My Portfolio?

As we publish this article, over 70,000 have been diagnosed with the virus named “Covid-19”and over a thousand people have died. While these statistics are significant, they pale in comparison to the seasonal flu, which...
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Planning, Retirement, Taxes
February 6, 2020

How the SECURE Act Impacts Your Retirement

On December 20, 2019, Congress passed legislation making significant changes to the rules that apply to many of our favorite retirement plans. Nicknamed “the SECURE Act,” this new federal law will touch many of our...
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charitable giving
Children and Money, Planning, Taxes
November 21, 2019

Which Charitable Giving Strategy is Right for You?

Thanksgiving marks the official start of the holidays. This time of year, letters start arriving in mailboxes from charitable organizations requesting contributions before year-end. Instead of responding immediately to each appeal, consider an overall charitable...
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Investing, Planning, Transitions
October 10, 2019

The Value of Trying New Things

Are you ever faced with the desire for new experiences or a wish to test out new skills? What do you think of when these thoughts come to mind? “Oh no, not me. That is...
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Investing, Planning
September 26, 2019

Mindfulness and the Markets

I started a mindfulness routine last year. I was hesitant to try it out and always thought that meditation and mindfulness were a bit “woo-woo.” Now that I’ve been practicing for a year, I swear...
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Investing, Planning
August 29, 2019

Investing Through the Next Recession

Over the last fifty years, there have been seven recessions. Each was different. In some, the drop in economic activity, as measured by the Gross Domestic Product (GDP), was small. For example, during the 1969...
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