Most of us dream of aging in place, staying in our homes until our final days. There’s comfort in familiar surroundings and a sense of control that comes with being in our own space. But...
READ MORE
I will retire on May 30th after 27 years at HTG. This was a bittersweet decision because I have greatly enjoyed my work and have had the most amazing group of colleagues and clients who...
READ MORE
Congratulations to recent graduates and hello to all twenty-somethings navigating early career life! Whether you’re just finishing college or a few years into your professional journey, establishing strong financial habits now will create a foundation...
READ MORE
In a recent information session, Anne McGuire and Ginny Jamison from Healthcare Pathfinder met with the HTG team to discuss how they assist clients with healthcare insurance transitions, long-term care insurance claims, and related advocacy....
READ MORE
In times of market uncertainty, headlines about market drops and economic concerns can feel overwhelming, especially early in your investment journey. While experiencing volatility firsthand can test even the most resolute investor’s confidence, these fluctuations...
READ MORE
Financial market volatility can trigger our instinct to take immediate action. When headlines scream about market drops and uncertainty looms, it’s tempting to make reactive decisions with your investments. However, history shows that staying the...
READ MORE
As an investor, it is easy to get caught up chasing returns and seeking yield in a portfolio. Available benchmark information encourages this focus on matching or beating the market. Therefore, performance seems to be...
READ MORE
We’ve been hearing a lot of buzz lately about international equities and whether they’re poised for a significant run. Many of you have asked if now is the time to shift focus and invest more...
READ MORE
After dedicating countless hours to your career, it’s natural to reward yourself with something special after receiving a raise or bonus. Maybe it’s a fancy dinner or vacation. Or maybe it’s simply gradually elevating your...
READ MORE
Have you ever turned up your thermostat only to still feel cold, later discovering someone opened a window? We often think we have complete control over our environment, but we don’t. We live in a...
READ MORE