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...
READ MORE
All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
Taxes
February 21, 2025
Investment Tax Documents Needed for Filing Taxes
This time of year, our real and virtual mailboxes receive tax documents from custodians that reflect activity from the prior year. 1099, 5498, 1042 …. cryptic numbers that don’t give you any clues as to...
READ MORE
May 31, 2024
The Hidden Costs of Financial Mistakes – and How to Avoid Them!
Selecting the right financial advisor is an important decision. Knowing what qualities to look for and how to evaluate an advisor’s expertise can be challenging. What criteria should you use? What is the yardstick by...
READ MORE
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...
READ MORE
June 29, 2023
Should I Buy or Rent a Home?
The concept of home ownership seems to be entrenched in the psyche of Americans, and most people consider owning a home as one of the best ways to accumulate wealth. Moreover, for most Americans, housing...
READ MORE
April 14, 2023
Three Tax-smart Techniques for Managing Portfolios
The goal of tax-efficient investing is simple: maximize the amount of investment return you keep by minimizing how much is lost to taxes, without jeopardizing the integrity of the portfolio. With a U.S. tax code...
READ MORE
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...
READ MORE
February 10, 2023
Advisors as Financial Quarterbacks
Over the past several decades, American football has eclipsed baseball as the most popular sport in terms of viewership. The secret to a successful football team is often a great quarterback and these talented players...
READ MORE
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...
READ MORE
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...
READ MORE