When I started in 1990 as a CERTIFIED FINANCIAL PLANNER®, there were few fee-only planners or advisors. Brokers were more prevalent, but I wasn’t interested in selling products I wouldn’t buy myself. I began by...
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Have you wanted to chart a course for your financial future and take the guesswork out of today’s decisions? If so, you may benefit from a financial plan. The financial planning process can help you...
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The Golden Rule for College Savings – Start Early! May 29th is 529 College Savings Day, a day to highlight the importance of planning and saving for higher education expenses with 529 plans. If you are...
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The divorce decree is in hand, and your financial assets have been divided. Everyone’s journey through the divorce process is different, but we all end up at this same place. Life as a single person...
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Are you a millennial or young professional who has made great strides in growing your career in your twenties and thirties? Have you now enjoyed the fruits of your labor with more income and started...
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As a team of predominantly women advisors with years of experience helping others while also setting our own financial goals, we understand the unique challenges and issues that women face in building the life they...
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Job transitions are a busy time, filled with uncertainty and emotion, both for you and your family. Having personally gone through five transitions and advised a number of clients through theirs, here are some lessons...
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In this short video, HTG’s Robin Sherwood and Lex Zaharoff share a New Year message with clients and friends. New Year Message from Our Principals Video Transcript As we start 2022, and reflect on last...
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“You’re working for a start-up?” “That’s awesome! What does the company do? Do you have equity in the company?” These questions are increasingly commonplace and a focal point for Gen Z and millennials across the...
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While these remain challenging times, we are fortunate that we have been able to return to our office and serve our clients both safely and effectively. Many in our nation and abroad, however, are not...
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