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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

Investing, Planning
December 15, 2016

A Sensible Approach to Allocating Wealth

At HTG Investment Advisors, we believe in applying well-researched techniques to benefit our clients. One such technique is the Wealth Allocation Framework (“WAF”) developed by Dr. Ashvin Chhabra, a close friend and former colleague of...
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Children and Money, Investing, Planning
December 1, 2016

This Season, Give a Gift that Keeps Giving

Do you find holiday shopping for children and grandchildren challenging? What size, color, type should you buy? Will they like it? Do you know their current needs? ONE SIZE FITS ALL By buying a gift...
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Investing, Planning, Saving and Budgeting, Taxes
November 17, 2016

Sometimes Paying Down Debt Isn’t a Good Idea

Clients often express a strong desire to pay down debt, especially when they have accumulated assets or inherited assets that can be used to do so. And while this is a commendable instinct, it is...
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Investing, Planning, Retirement, Taxes, Transitions
November 9, 2016

Will the Election Results Impact Your Investments?

Yesterday’s Presidential election result, while not viewed as the likely outcome, was always a possibility. Sometime in the early hours of Wednesday we were reminded that unexpected events do occur. As the past reminds us,...
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Children and Money, Investing, Planning
November 3, 2016

Online Precautions to Keep Information Safe

In a year when news has been dominated by hackers and email breaches, it’s not surprising that the majority of Americans are concerned about cyber security. Below are some online essentials compiled by our friends...
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Planning, Taxes
October 20, 2016

Pumpkins, Football, Turkeys and…Taxes!

What do these things have in common? They relate to this time of year. Yes, even taxes. With just over two months left in 2016, now is a good time to review your tax situation...
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Planning, Saving and Budgeting, Transitions
October 6, 2016

Financial Clarity Helps When Considering Divorce

It is emotionally traumatic to envision yourself getting divorced, due in part to the uncertainty regarding your finances in the future. Like many things in life, fear of the unknown can be more stressful than...
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Investing, Planning, Retirement
September 14, 2016

Should There Be Less Interest in Interest Rate Volatility?

Yesterday evening, I had the opportunity to attend a lecture by Lord Mervyn King, Governor of the Bank of England from 2003 to 2013. He is currently a Professor at NYU Stern where I am...
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Children and Money, Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes, Transitions
July 28, 2016

Introducing HTG’s New Website and Logo Design

After months of preparation and design, we are excited to announce HTG Investment Advisors’ brand new logo and website. To help us with the transition, we chose an award-winning web design company, Further Bound, whom...
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HTG Advisors

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

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