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.
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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The following article was originally published by Wiggin and Dana, LLP and is reprinted here with permission. A revocable trust is a flexible estate planning tool that allows you to manage and distribute your assets...
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The unthinkable happens in an instant—a stroke, a devastating diagnosis, a sudden accident—and suddenly you’re thrust into the role of financial detective for your parents, rifling through drawers, searching email accounts, and calling banks without...
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Your financial advisor can be one of your most valuable professional relationships—but like any partnership, what you get out of it depends largely on what you put in. At HTG Investment Advisors, we’ve spent over...
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