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senior living
Planning
June 13, 2025

A Financial Planning Guide for Senior Living Facilities

Most of us dream of aging in place, staying in our homes until our final days. There’s comfort in familiar surroundings and a sense of control that comes with being in our own space. But...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Taxes

investment tax documents
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...
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Hidden Costs of Financial Mistakes
Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes
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...
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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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buy or rent a home
Investing, Planning, Taxes, Transitions
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...
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tax-efficient investing
Investing, Planning, Taxes
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...
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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 quarterback
Planning, Retirement, Taxes, Transitions
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...
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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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Investing, Planning, Saving and Budgeting, Taxes
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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HTG Advisors

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

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