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 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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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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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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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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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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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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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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Couples or single parents fortunate enough to have saved more than they need during their lifetimes face the decision of who gets the rest. Giving kids too much too soon risks emotional harm. Never telling...
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