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fiduciary
Investing
July 8, 2026

Fiduciary Advisor vs. Broker: Key Differences Every Investor Should Know

Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Planning

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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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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