This guide, prepared by HTG advisor Jennifer Hunt, CDFA®, walks through the financial steps to take before, during, and after a divorce, and how planning at each stage can help you make informed decisions and...
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We’ve all heard the tried-and-true advice: buy low, sell high. If investing were really that simple, we’d all be retired on our yachts by now. Today’s investors face something close to information overload: more access...
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This guide, prepared by HTG advisor Sonya Ziolkowski, CFP®, provides a comprehensive overview of Roth conversions and the considerations involved in determining whether one is appropriate for your goals and circumstances. The Roth IRA is...
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In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, walks through the most common estate planning mistakes families make, from skipping the plan altogether to letting beneficiary designations go stale, and what...
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You’ve probably heard about “Trump Accounts” — officially Section 530A accounts — a new savings and investment vehicle for minor kids that opened for contributions on July 4, 2026. And they’re already generating a lot...
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When you sell an investment for more than you paid for it, the profit is called a realized capital gain — and the IRS wants its share. Understanding how these gains are taxed is one...
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This summer highlighted something I already knew but felt freshly. I watched my son get married — a day years in the making, one of the happiest of my life. Within those same months, I...
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In this article, Allison Donaldson, CFP®, explains what to do after inheriting $1 million or more, including the financial decisions that should come first, the tax and asset complexities you may need to consider, and...
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Fraud today rarely looks like a stranger breaking in. It looks like a convincing phone call, a familiar-looking email, or a text message that seems to come from your bank. The good news: most of...
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A broad group of companies carried the U.S. stock market to a 10.9%1 return in the first half of 2026. Over the past three years, seven technology companies—the so-called “Magnificent Seven”—accounted for most of the...
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