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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

Investing, Planning, Retirement
September 14, 2016

Should There Be Less Interest in Interest Rate Volatility?

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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Children and Money, Planning, Retirement
September 8, 2016

Should You Use Retirement Savings to Pay for Your Child’s College Education?

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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Children and Money, Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes, Transitions
July 28, 2016

Introducing HTG’s New Website and Logo Design

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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Retirement, Transitions
July 14, 2016

How to Avoid Costly 401(k) Mistakes with a Job Change

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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Investing, Planning, Retirement
May 5, 2016

Income-Oriented Versus Total Return Strategy

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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HTG Advisors

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

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