When I started in 1990 as a CERTIFIED FINANCIAL PLANNER®, there were few fee-only planners or advisors. Brokers were more prevalent, but I wasn’t interested in selling products I wouldn’t buy myself. I began by...
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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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Have you wanted to chart a course for your financial future and take the guesswork out of today’s decisions? If so, you may benefit from a financial plan. The financial planning process can help you...
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The Golden Rule for College Savings – Start Early! May 29th is 529 College Savings Day, a day to highlight the importance of planning and saving for higher education expenses with 529 plans. If you are...
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Are you a millennial or young professional who has made great strides in growing your career in your twenties and thirties? Have you now enjoyed the fruits of your labor with more income and started...
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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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Congratulations! Mazel Tov! Your son or daughter is getting married. Your family is growing. Hopefully, with the help of your financial advisor, you have already been planning for the big day. A lot has changed...
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“This year, I’m going to get organized!” As New Year’s resolutions go, getting organized ranks third, right after losing weight and exercising more. There is no shortage of books, articles, kits, software, and consultants to...
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I just celebrated a milestone birthday. I can no longer check the 50-59 box on surveys and forms. That’s right the big 6-0. Honestly, I had some trouble embracing this birthday. Keith Richards said, “No...
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Parents want to teach their children skills that create independence through decision making. But financial literacy in current affluent households has become a more elusive lesson than it was in previous generations. The need for...
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