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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Transitions
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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May 9, 2025
Navigating Life’s Healthcare Transitions: A Q&A with Healthcare Pathfinder
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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September 6, 2024
Diminished Capacity and Finances: How to Spot the Signs and Protect Your Loved Ones
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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August 9, 2024
What Should I Consider After Receiving an Inheritance?
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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February 2, 2024
Qualified Longevity Annuity Contracts (QLAC): What is a QLAC and who can benefit from one?
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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November 17, 2023
How to Plan for Long-term Care
In Part 1: Key Considerations for Long-term Care, we explored some of the data surrounding long-term care (LTC) and the factors that might contribute to greater likelihood of needing care. In this blog, we take...
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November 3, 2023
Key Considerations for Long-term Care
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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September 22, 2023
Managing Finances as a Newly Married Couple
The winding down of the pandemic has brought a flurry of wedding activity. Aside from determining living arrangements, newlyweds often start contemplating the merger of their financial lives following all the wedding festivities. In my...
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August 25, 2023
Financial Checklist for When a Loved One Dies
While death is inevitable, we are rarely prepared for the grief and sense of loss we experience when a loved one dies. While trying to process the death emotionally, we can be overwhelmed by the...
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