Planning
June 27, 2025
Do I Need a Will AND a Trust?
When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
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Planning
May 3, 2024
What is the Corporate Transparency Act?
Note: On March 2, 2025, the U.S. Department of Treasury announced that it will not enforce any penalties or fines associated with the beneficial ownership information under the Corporate Transparency Act against U.S. citizens or...
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April 5, 2024
A Financial Spring Cleaning Checklist
With the advent of spring our attention shifts towards growth and development. Some big items on many people’s to-do lists range from spring cleaning at home to readying their garden in preparation for summer. It...
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March 22, 2024
What Financial Mistake Did You Make in Your 20s? – Part 2
Have you ever made a financial decision that you wish you could go back and correct? Perhaps it was a poor decision that cost you some savings, or maybe it’s a regret that isn’t as...
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March 8, 2024
Take Action to Protect Your Online and Financial Security
Dinner party conversations these days often include a discussion about a friend or family member who has been the victim of fraud and/or identity theft, or about an elaborate ruse they read about in the...
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February 29, 2024
The Lesser-Known Benefits of HSAs
Health Savings Accounts (HSAs) are growing rapidly. Serious savers are embracing their immediate tax benefits and are learning of their even greater long-term value. The basics of HSAs are largely understood, namely, that they are...
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February 23, 2024
What Financial Mistake Did You Make in Your 20s?
There’s a saying that “hindsight is 20/20” and the older one gets, the more often that phrase seems to be used! A young person doesn’t always have the information – or knowledge- to make the...
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February 18, 2024
Ready to Save? Let’s Prioritize How and Where to Save Your Hard-Earned Dollars
There are innumerable articles encouraging individuals and families to “save more, spend less” and “save early, save often.” These are admirable goals, but these articles often fail to address how to prioritize your savings and...
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December 29, 2023
Many Happy Returns
This article from Dimensional Fund Advisors reflects on the stressful headlines from the past year and the importance of taking a long-term view when it comes to investing. As we usher in a new year,...
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December 15, 2023
Financial Planning Tips for Expectant and New Parents
Whether you’re expecting a little bundle of joy or already cradling one in your arms, congratulations! This is an exciting (and maybe slightly overwhelming) time. Along with the endless onesies and midnight feedings, there are...
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