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senior living
Planning
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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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Transitions

Investing, Planning, Retirement, Transitions
January 26, 2022

Top Financial Considerations When Changing Jobs

Job transitions are a busy time, filled with uncertainty and emotion, both for you and your family. Having personally gone through five transitions and advised a number of clients through theirs, here are some lessons...
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Investing, Planning, Transitions
January 6, 2022

Video Guide: New Year Message from Our Principals

In this short video, HTG’s Robin Sherwood and  Lex Zaharoff share a New Year message with clients and friends. New Year Message from Our Principals Video Transcript As we start 2022, and reflect on last...
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Investing, Planning, Transitions
December 23, 2021

Remembering and Giving This Time of Year

While these remain challenging times, we are fortunate that we have been able to return to our office and serve our clients both safely and effectively. Many in our nation and abroad, however, are not...
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Transitions
October 7, 2021

HTG Welcomes Three New Employees

With fall underway, we write to extend our good wishes, provide a firm update, and share some exciting news. After seamlessly pivoting to a fully remote environment last year, our team is now on a...
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Investing, Transitions
August 19, 2021

Women in Leadership

For many years, HTG Investment Advisors has hosted summer interns. This year, we had the opportunity to host and mentor Shaindy Weiss, a rising senior at Baruch College, placed with us through LiveGirl’s SHE WORKS...
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Investing, Transitions
December 10, 2020

How Will We Remember 2020? Investing Through a Crisis

Over the holiday weekend, we watched old family videos of the kids when they were young. Clips of us playing make-believe with Brandon, Alex, and later with Tori were wonderful reminders of the past. I...
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Transitions
October 1, 2020

Seven Months into the Pandemic, and Never Been Busier!

It is hard to believe that we have been challenged by seven months of Covid-19 home quarantine. Each of us has had to adapt to this new way of working, interacting with friends and family,...
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Transitions
July 23, 2020

Recommendations for Pandemic Entertainment from the HTG Team

Our 2020 summer intern, Phoebe Kurth, serves as guest author for this post. Phoebe is a recent graduate from St. Luke’s School in New Canaan and will be attending the Villanova School of Business in...
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Planning, Transitions
April 23, 2020

Reflection in a Time of Isolation

Living alone in this time of Covid-19 gives one a lot of time to reflect. Being a senior citizen, I am statistically very vulnerable, yet I am hopeful that I will survive the unprecedented health...
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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