Markets weathered significant geopolitical headwinds, though volatility has been elevated. The conflict with Iran has been the defining story of the quarter, driving oil from $57 to above $100 per barrel. The most likely path...
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My 27 year-old daughter, Heather, is embarking on a career change – the perfect time for a financial check in. Like many of today’s millennials, Heather didn’t receive a formal financial planning education, so we...
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Where should you live in retirement? Many have weighed in this topic and there are periodic ratings on which states are the best or worst places for retirement. One resource for such lists is WalletHub,...
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When the difficult decision is made to end a marriage, the next step is to determine what avenue of divorce the couple wants to travel: mediation, collaborative divorce or conventional divorce. The choice is very...
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I was recently asked what advice I would give to newlyweds on what they needed to be thinking about as they merged their financial lives. I found myself reflecting on 30+years as a financial planner...
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Note: Figures have been updated for 2026 “When should I begin receiving Social Security benefits?” This is a popular question without a “one size fits all” answer. Careful consideration of your personal circumstances and the...
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Money issues can both weaken and strengthen a partnership or marriage. Having an honest, non-judgmental and on-going dialogue about finances with your significant other will make it easier when difficulties arise and tough decisions need...
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Yesterday’s Presidential election result, while not viewed as the likely outcome, was always a possibility. Sometime in the early hours of Wednesday we were reminded that unexpected events do occur. As the past reminds us,...
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It is emotionally traumatic to envision yourself getting divorced, due in part to the uncertainty regarding your finances in the future. Like many things in life, fear of the unknown can be more stressful than...
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After months of preparation and design, we are excited to announce HTG Investment Advisors’ brand new logo and website. To help us with the transition, we chose an award-winning web design company, Further Bound, whom...
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