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Will and trust
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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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Retirement

long term care
Retirement, Transitions
November 3, 2023

Key Considerations for Long-term Care

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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Sonya Ziolkowski
Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes
August 18, 2023

HTG Now Boasts Seven Certificants

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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fiduciary
Investing, Planning, Retirement
August 10, 2023

Is Your Advisor a Broker or Fiduciary?

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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Secure Act 2.0
Planning, Retirement
March 3, 2023

A Summary of Secure Act 2.0 Changes for Individuals

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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Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes, Transitions
February 24, 2023

What is a Fee-only Advisor?

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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financial quarterback
Planning, Retirement, Taxes, Transitions
February 10, 2023

Advisors as Financial Quarterbacks

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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financial education
Children and Money, Investing, Planning, Retirement, Saving and Budgeting
January 20, 2023

Introducing our ‘Financial Foundations’ Educational Series

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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Investing, Planning, Retirement, Saving and Budgeting
September 2, 2022

Partners in Love, Life and Money; Why a Team Approach to Family Finances is Ideal

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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Investing, Planning, Retirement
July 22, 2022

Lessons Learned During My Forty Years as a Wealth Manager

Forty years ago, I started advising families on investing their financial wealth. Four decades have provided plenty of opportunities to make mistakes and observe others do the same. I share some below, and six lessons...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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