As another year comes to a close, we’ve shown our appreciation for our valued HTG clients by donating in their name to two outstanding organizations that are making a meaningful impact in global health care...
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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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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...
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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...
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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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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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In a recent information session, Anne McGuire and Ginny Jamison from Healthcare Pathfinder met with the HTG team to discuss how they assist clients with healthcare insurance transitions, long-term care insurance claims, and related advocacy....
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Having recently lost my father to complications from COVID-19 and dementia, I am drawn to the subject of diminished capacity, which, as I learned firsthand, can create a multitude of challenges from the practical to...
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Receiving an inheritance can be both a blessing and a challenge — it may provide financial opportunities, but it also requires careful consideration and planning, often prompting the question “What should I consider after receiving...
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Laurie, a single woman living in Boston, just turned 70. She loves her work as a consultant to startups and plans to work as long as she can. Laurie has been a disciplined saver over...
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