You’ve probably heard about “Trump Accounts” — officially Section 530A accounts — a new savings and investment vehicle for minor kids that opened for contributions on July 4, 2026. And they’re already generating a lot...
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This summer highlighted something I already knew but felt freshly. I watched my son get married — a day years in the making, one of the happiest of my life. Within those same months, I...
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You’ve probably had the conversation—maybe over dinner, maybe on a long drive — where the future comes up and kids enter the picture. It’s exciting. It’s also, if you’re being honest, a little terrifying. The...
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Changing jobs is exciting — but it comes with one important financial question most people overlook: what happens to your 401(k)? CFP® certificant Allison Donaldson shares what you should consider before deciding which option is right...
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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 —...
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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...
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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...
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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...
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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...
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