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holiday giving
General
December 26, 2025

HTG 2025 Holiday Giving and New Year’s Message

As another year comes to a close, we’ve shown our appreciation for our valued HTG clients by donating in their name to two outstanding organizations that are making a meaningful impact in global health care...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Saving and Budgeting

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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credit score
Saving and Budgeting
July 14, 2023

Understanding & Managing Your Credit Score: How to Survive and Thrive the Credit Score Jungle

What is a credit score? Why is it important? Your credit score is a three-digit number (generally between 300-850) that lenders use to assess your creditworthiness. It’s based on a variety of factors, including your...
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financial stress test
Planning, Saving and Budgeting
June 16, 2023

Can You Pass a Personal Financial Stress Test?

In the years since the Silicon Valley Bank collapse, we have all learned more about bank stress tests and how these tests protect our financial system from banks taking extra risks. I was thinking about...
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Saving and Budgeting
May 18, 2023

How to Create a Spending Plan

At HTG, we discuss with our clients the importance of creating good saving habits – start early, save as much as you can, but leave room to have a little fun in your life. A...
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FDIC SIPC
Investing, Saving and Budgeting
March 17, 2023

Are my assets safe? FDIC insurance and SIPC protections explained.

Clients often ask us how to ensure that their assets are “safe”.  The answer to this question lies in understanding the difference between FDIC insurance for bank accounts and SIPC protections for brokerage accounts. What...
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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 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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financial planning
Investing, Planning, Saving and Budgeting
September 23, 2022

Five Tips for Better Financial Health

Why do so many of us disregard the professional advice we are given? We know what is good for our health – exercise, eat right, get enough sleep, go to the doctor—but face barriers to...
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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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HTG Advisors

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

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