If you’re 70½ or older and still writing personal checks to charity, you may be leaving a significant tax benefit on the table. A Qualified Charitable Distribution (QCD) lets your IRA do the giving —...
READ MORE
You just received a life-changing amount of money. You can cover all your expenses, repay every debt, buy nearly anything you want, and never worry about running out of funds. So why doesn’t it feel...
READ MORE
HTG Investment Advisors is pleased to share an important conversation featuring our own Allison Donaldson, CFP®, on the Future Focused: Sophisticated Estate Planning℠ podcast with Michael Clear and Wiggin & Dana. In this episode, Allison...
READ MORE
Receiving an inheritance can provide financial opportunities, but also requires careful planning to avoid costly mistakes. CFP® certificant Kerry Connell highlights common mistakes and how to avoid them.
What does generational wealth really mean, and how can you build and protect it? In this article, CERTIFIED FINANCIAL PLANNER® certificant Kerry Connell shares tips for creating generational wealth & common mistakes that could quietly...
READ MORE
When can I retire? How much can I spend? What does my future look like? This article breaks down six key financial planning questions and how a CERTIFIED FINANCIAL PLANNER® helps you answer them. No...
READ MORE
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...
READ MORE
Important Disclaimer: HTG Advisors is not a Medicare expert, and we rely on specialized Medicare professionals to advise our clients on a case-by-case basis. However, from our experience working with clients through healthcare transitions and...
READ MORE
Part of our job as financial planners is to look at your financial future and figure out what can go right and what might go wrong. One of the major possibilities in the “wrong” category...
READ MORE
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