Your financial advisor can be one of your most valuable professional relationships—but like any partnership, what you get out of it depends largely on what you put in. At HTG Investment Advisors, we’ve spent over...
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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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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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It’s that time of the year when teens and college students are toiling away at their summer jobs while the rest of us hit the beach. Retirement might not have been top of mind when...
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Recently, HTG hosted a webinar series for women entitled “Financial Fitness Bootcamp”, with the goals of educating, empowering, and motivating women to take control of their financial futures. Personal finance may not be a priority...
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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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Are you or someone you love thinking about the next living stage as you age? You have worked hard for your future and want to enjoy it in an environment where you will thrive. Making...
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Social Security claiming decisions are a crucial component of your financial plan. Making the wrong assumptions about how the system works can negatively impact the value of your benefits over time, often irreversibly. Don’t fall...
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In my previous blog, I shared some of the virtual activities that have brightened my day since Covid began, including several offerings through Coursera, an online library of courses from universities and companies. In one...
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