Planning
June 27, 2025
Do I Need a Will AND a Trust?
When clients sit across from us at HTG Advisors, one of the most common questions we hear is: “Do I need a will and a trust?” It’s a question that often gets delayed until a...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
June 13, 2025
A Financial Planning Guide for Senior Living Facilities
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...
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May 30, 2025
Retirement Ready: 5 Financial Planning Lessons From My 27-Year Career at HTG
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...
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May 16, 2025
A Financial Guide for Young Adults
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...
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May 9, 2025
Navigating Life’s Healthcare Transitions: A Q&A with Healthcare Pathfinder
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....
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April 30, 2025
Financial Foundations: Navigating Market Volatility
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...
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April 18, 2025
Staying the Course: Smart Financial Moves During Market Volatility
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...
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April 4, 2025
What are the Benefits of Working with a Financial Advisor?
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...
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March 26, 2025
Financial Foundations: International Equities – Let’s Talk Diversification
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...
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March 21, 2025
The Silent Threat to your Wealth: Lifestyle Creep
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...
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