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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Retirement
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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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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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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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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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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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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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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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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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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