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...
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Laurie, a single woman living in Boston, just turned 70. She loves her work as a consultant to startups and plans to work as long as she can. Laurie has been a disciplined saver over...
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Part of our job as financial planners is to look at your financial future and figure out what can go right and what might go wrong. One of the major possibilities in the “wrong” category...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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Over the past 5 years, much attention has been focused on regulations by the Department of Labor (DOL) that require financial professionals to put a client’s interests first when providing advice on retirement accounts. Hold...
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In the final days of 2022, President Biden signed into law a huge omnibus funding bill. The portion of the bill addressing retirement is referred to as SECURE 2.0 for short. The acronyms that were...
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Recently we have been receiving more calls from prospects indicating they are looking for a fee-only advisor. This is good news for us and great news for consumers, as it shows that the public is...
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Over the past several decades, American football has eclipsed baseball as the most popular sport in terms of viewership. The secret to a successful football team is often a great quarterback and these talented players...
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HTG Investment Advisors is pleased to present our new educational series, Financial Foundations, focused on helping young adults better understand the opportunity and impact of saving, investing, and financial planning. What is the Financial Foundations...
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When you create a long-term partnership with another person, you are forming a team with all its benefits and challenges. If you choose to merge your finances, you might be inclined to follow a divide...
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