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Q3 investment commentary
Investing
October 16, 2025

Third Quarter 2025 Investment Commentary

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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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
charitable giving
Planning
October 10, 2025

What Charitable Giving Strategies Are Right For You?

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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college student financial education
Children and Money
October 3, 2025

How to Help Your College Student Develop Strong Financial Skills

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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online security
Planning
September 29, 2025

Protecting Yourself from Financial Fraud and Identity Theft in 2025

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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Planning, Retirement, Saving and Budgeting, Transitions
September 26, 2025

What Does Your House Really Cost and Can You Afford It in Retirement?

Many articles focus on the question of housing affordability for young people starting out, but few address what a retiree (or retiree-to-be) can afford. For the first-time home buyer, the emphasis is on how much...
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medicare
Planning, Transitions
September 19, 2025

A 2025 Medicare Enrollment Guide: How to Enroll, Avoid Penalties & Appeal IRMAA

Important Disclaimer: HTG Advisors is not a Medicare expert, and we rely on specialized Medicare professionals to advise our clients on a case-by-case basis. However, from our experience working with clients through healthcare transitions and...
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fiduciary
Investing, Planning, Retirement
September 12, 2025

Is Your Advisor a Broker or Fiduciary?

Over the past 5 years, a tug of war has been going on between the Department of Labor (DOL) and the courts over advice provided to retirement account holders.  The DOL wants to require financial...
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Children and Money, Planning, Retirement
September 5, 2025

Should You Use Your Retirement Savings to Pay for College?

Congratulations! Your child got into college! Now comes the really challenging part … paying for it! You may have saved a nice sum in a college savings plan over the years, but not enough to...
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long term care
Retirement, Transitions
August 29, 2025

Key Considerations for Long-term Care

Part of our job as financial planners is to look at your financial future and figure out what can go right and what might go wrong.  One of the major possibilities in the “wrong” category...
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glacier effect investing
Investing, Planning
August 22, 2025

The Glacier Effect: Why Slow-Moving Changes Create Big Investment Opportunities and Risks

Picture a massive glacier. Day by day, it appears completely motionless—a towering wall of ice frozen in time. But observe it over decades, and you witness one of nature’s most powerful forces, capable of carving...
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HTG Advisors

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

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