Planning
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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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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Yesterday evening, I had the opportunity to attend a lecture by Lord Mervyn King, Governor of the Bank of England from 2003 to 2013. He is currently a Professor at NYU Stern where I am...
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You’ve saved a nice sum in a college savings plan over the years, but not enough to cover the full cost of the schools your teen is considering. How will you fill the gap? Your...
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After months of preparation and design, we are excited to announce HTG Investment Advisors’ brand new logo and website. To help us with the transition, we chose an award-winning web design company, Further Bound, whom...
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The 401(k) has replaced the traditional pension plan and represents the most common vehicle for building a retirement nest egg. Since the average US employee changes jobs 11 times before retiring, it is likely that...
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One often hears, “I am conservative, I only withdraw income and never touch principal.” It may surprise you though, that whatever your personal investment goals, this approach is not the best strategy to achieve those goals....
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