In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, explains how dividends, interest, and capital gains are taxed, and walks through the strategies we use to help clients keep more of what...
READ MORE
In recent years, a tug of war has been going on between the Department of Labor (DOL) and the courts over advice provided to retirement account holders. The DOL wants to require financial professionals to...
READ MORE
Congratulations! Your child got into college! Now comes the really challenging part … paying for it! You may have saved a nice sum in a college savings plan over the years, but not enough to...
READ MORE
Picture a massive glacier. Day by day, it appears completely motionless—a towering wall of ice frozen in time. But observe it over decades, and you witness one of nature’s most powerful forces, capable of carving...
READ MORE
If you’re reading this and were born between 1965 and 1980, chances are you’ve weathered some financial storms. You’ve survived the dot-com crash, the 2008 financial crisis, maybe a pandemic-induced career pivot, and probably helped...
READ MORE
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...
READ MORE
Most of us dream of aging in place, staying in our homes until our final days. There’s comfort in familiar surroundings and a sense of control that comes with being in our own space. But...
READ MORE
I will retire on May 30th after 27 years at HTG. This was a bittersweet decision because I have greatly enjoyed my work and have had the most amazing group of colleagues and clients who...
READ MORE
Congratulations to recent graduates and hello to all twenty-somethings navigating early career life! Whether you’re just finishing college or a few years into your professional journey, establishing strong financial habits now will create a foundation...
READ MORE
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....
READ MORE