You just received a life-changing amount of money. You can cover all your expenses, repay every debt, buy nearly anything you want, and never worry about running out of funds. So why doesn’t it feel...
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Increasing oil prices and inflation uncertainty have many investors nervous about what the Iran conflict could mean for their portfolios. In this article, CERTIFIED FINANCIAL PLANNER® certificant Allison Donaldson explains how markets typically react to geopolitical...
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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.
What does generational wealth really mean, and how can you build and protect it? In this article, CERTIFIED FINANCIAL PLANNER® certificant Kerry Connell shares tips for creating generational wealth & common mistakes that could quietly...
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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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