Should I front-load or max out my 401(k) early in the year? How do I avoid losing my company match? These questions came up recently when my husband prepared for his annual bonus elections in...
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Inherited IRA rules have become increasingly complex with the SECURE Act and SECURE 2.0. New requirements took effect in 2025 that can dramatically impact beneficiaries’ tax situations. Inheriting a retirement account should feel like a...
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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 provide financial opportunities, but also requires careful planning to avoid costly mistakes. CFP® certificant Kerry Connell highlights common mistakes and how to avoid them.
CFP® certificant Kerry Connell explains what generational wealth really means, how to build it & common mistakes that can undermine success. Read her advice here.
New year, new contribution limits! Each year typically introduces updated limits for various retirement and savings accounts. We’ve compiled this convenient reference guide to help you maximize your tax-advantaged savings in 2026. 401(k), 403(b), and...
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U.S. stocks delivered another strong year. The U.S. stock market advanced 17.1%1 in 2025, marking the third consecutive year of above-average returns. Enthusiasm about artificial intelligence’s potential to boost productivity and corporate profits continues to...
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When can I retire? How much can I spend? What does my future look like? This article breaks down six key financial planning questions and how a CERTIFIED FINANCIAL PLANNER® helps you answer them. No...
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As another year comes to a close, we’ve shown our appreciation for our valued HTG clients by donating in their name to two outstanding organizations that are making a meaningful impact in global health care...
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The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has brought significant changes to the tax landscape—including some important shifts that affect charitable giving. While the law made permanent many...
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