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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Saving and Budgeting
June 17, 2022
What Can Financial Planning Do For You?
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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May 27, 2022
The Advantages of a 529 Plan
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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April 14, 2022
Drawing a Blueprint for Your Finances
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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January 28, 2021
Happy Money
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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April 11, 2019
Planning a Wedding? Five Tips for Managing the Cost
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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January 3, 2019
Organizing Financial Records
“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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November 15, 2018
A Milestone Birthday Prompts Reevaluation
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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October 11, 2018
What Does Your House Really Cost and Can You Afford It in Retirement?
Many articles focus on the question of housing affordability for young people starting out, but few address what a retiree (or retiree-to-be) can afford. For the first-time home buyer, the emphasis is on how much...
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September 20, 2018
Valuable Lessons in Delayed Gratification
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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