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
Saving and Budgeting
June 16, 2023
Can You Pass a Personal Financial Stress Test?
In the year 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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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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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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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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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 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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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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August 26, 2022
Expect the Unexpected
A few years ago my Bernese Mountain Dog, Bella (age 2 at the time), stopped eating for a few days. Berners can be finicky and don’t always eat voraciously, but by day 3, I was...
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Children and Money, Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes, Transitions
July 1, 2022
Video Guide: Women’s Webinar Series
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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