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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When I started in 1990 as a CERTIFIED FINANCIAL PLANNER®, there were few fee-only planners or advisors. Brokers were more prevalent, but I wasn’t interested in selling products I wouldn’t buy myself. I began by...
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Economic growth continues amid crosscurrents. Major economies continue to expand, though interpreting recent data has become increasingly complex. In the U.S., labor demand appears to be moderating while immigration restrictions simultaneously constrain supply. Tariffs are...
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Charitable organizations frequently appeal for contributions throughout the year. Instead of responding to each request in isolation, consider developing a comprehensive charitable giving strategy to maximize the impact of your donations and simplify your giving....
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If you have a child who headed to college this fall, you might be wondering how to balance financial support with fostering independence. The college years represent a crucial window for developing financial literacy skills...
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After more than 30 years of guiding families through their investment journeys, we’ve noticed that some of the most persistent challenges investors face aren’t market-related—they are mindset-related. Today, we want to address some common misconceptions...
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Dinner party conversations these days often include a discussion about a friend or family member who has been the victim of fraud and/or identity theft, or about an elaborate ruse they read about in the...
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