In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, walks through the most common estate planning mistakes families make, from skipping the plan altogether to letting beneficiary designations go stale, and what...
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![Is your savings enough to support your lifestyle in retirement? [man running with briefcase]](https://www.htgadvisors.com/wp-content/uploads/2017/04/Risk-part-1a-min.jpg)
Our current retirement system places all the planning responsibility on your shoulders and requires you to navigate many uncertainties, including: 1) What will your lifestyle cost in the future? 2) How many years will your...
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You can give your children and grandchildren a priceless asset when you help them recognize their attitude toward money and learn good financial responsibility. Grandparents, parents, schools and now children themselves recognize the need for...
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I was recently asked what advice I would give to newlyweds on what they needed to be thinking about as they merged their financial lives. I found myself reflecting on 30+years as a financial planner...
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Note: Figures have been updated for 2026 “When should I begin receiving Social Security benefits?” This is a popular question without a “one size fits all” answer. Careful consideration of your personal circumstances and the...
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If you live in the Northeast part of the country today, chances are you are at home watching the beautiful snow fall and dreading the inevitable snow shoveling that is sure to follow. Today is...
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Money issues can both weaken and strengthen a partnership or marriage. Having an honest, non-judgmental and on-going dialogue about finances with your significant other will make it easier when difficulties arise and tough decisions need...
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In our blog “Which Charitable Giving Strategy is Right for You?,” we discussed establishing a charitable giving strategy as a way to become more organized and impactful with your charitable dollars. Another important element in...
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It’s that time of year when many of us are committing to New Year’s resolutions, such as losing weight or exercising more. Investors could benefit from resolutions targeting their financial health as well. For those...
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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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