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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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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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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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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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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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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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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Let’s face it; we could all use some help coping with life in coronavirus times. The following suggestions come from Dr. Roni Cohen-Sandler, a long-time friend of HTG. She is a clinical psychologist, author, and...
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Six years ago, my husband and I made a longtime dream come true. We moved to Maine. I’m a native Mainer and spent summers here growing up. It’s where many of us “Mainers in Exile”...
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In my earlier blog, I covered the major new provisions of the SECURE Act. One of the biggest changes involved the curtailment of the time an inherited IRA could continue its deferral, raising the question-...
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