Receiving an inheritance can provide financial opportunities, but also requires careful planning to avoid costly mistakes. CFP® certificant Kerry Connell highlights common mistakes and how to avoid them.
In a recent information session, Anne McGuire and Ginny Jamison from Healthcare Pathfinder met with the HTG team to discuss how they assist clients with healthcare insurance transitions, long-term care insurance claims, and related advocacy....
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Financial market volatility can trigger our instinct to take immediate action. When headlines scream about market drops and uncertainty looms, it’s tempting to make reactive decisions with your investments. However, history shows that staying the...
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As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
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After dedicating countless hours to your career, it’s natural to reward yourself with something special after receiving a raise or bonus. Maybe it’s a fancy dinner or vacation. Or maybe it’s simply gradually elevating your...
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Financial markets are often viewed as rational systems where participants make logical decisions based on available information. However, psychological research has consistently shown that human behavior in financial markets is far from rational. In fact,...
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For many, December is a time for celebrating, shopping, gift giving, and gathering with family and friends. It can also mean taking a break from work and allowing time for reflection. This year, consider carving...
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Here is an unusual holiday gift idea for affluent parents: a retirement nest egg for your kids. If you are in the fortunate position of having more than you need to support your lifestyle for...
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Planning for retirement income raises many questions, including whether annuities should be part of your future income strategy. While there’s no one-size-fits-all answer, understanding annuities is key to making informed decisions. In this blog, we’ll...
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The landscape of inherited Individual Retirement Accounts (IRAs) has undergone significant changes in recent years with the introduction of the SECURE Act in 2019 and its subsequent enhancement, SECURE 2.0. Below, we will outline the...
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