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Investing
October 16, 2026

Tax-Efficient Investing: How Dividends, Interest & Capital Gains Are Taxed

In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, explains how dividends, interest, and capital gains are taxed, and walks through the strategies we use to help clients keep more of what...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions

Transitions

Planning, Retirement, Transitions
February 16, 2017

The Social Security Dilemma

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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Children and Money, Investing, Planning, Saving and Budgeting, Transitions
February 2, 2017

Relationships and Money: How to Start and Maintain an Open Dialogue

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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Investing, Planning, Retirement, Taxes, Transitions
November 9, 2016

Will the Election Results Impact Your Investments?

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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Planning, Saving and Budgeting, Transitions
October 6, 2016

Financial Clarity Helps When Considering Divorce

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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Children and Money, Insurance, Investing, Planning, Retirement, Saving and Budgeting, Taxes, Transitions
July 28, 2016

Introducing HTG’s New Website and Logo Design

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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Retirement, Transitions
July 14, 2016

How to Avoid Costly 401(k) Mistakes with a Job Change

The 401(k) has replaced the traditional pension plan and represents the most common vehicle for building a retirement nest egg. Since the average US employee changes jobs 11 times before retiring, it is likely that...
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HTG Advisors

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

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