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A quarter of Connecticut on US dollar bills. Symmetric composition of US dollar bills and a quarter of Connecticut.
Retirement
May 22, 2026

What You Should Know Before Retiring in Connecticut

Connecticut is a beautiful, culturally rich state and a sought-after retirement location, but its tax and estate laws make it cost-prohibitive for many retirees. CFP® certificant Allison Donaldson shares what you should consider before deciding...
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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
financial planning
Financial Foundations Education, Planning
June 29, 2023

Financial Foundations: Home-Buying Tips

Buying a home can be one of the biggest purchases in your life, so you want to make sure to ask the right questions and do your due diligence to make an informed decision. Whether...
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buy or rent a home
Investing, Planning, Taxes, Transitions
June 29, 2023

Should I Buy or Rent a Home?

The concept of home ownership seems to be entrenched in the psyche of Americans, and most people consider owning a home as one of the best ways to accumulate wealth. Moreover, for most Americans, housing...
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financial stress test
Planning, Saving and Budgeting
June 16, 2023

Can You Pass a Personal Financial Stress Test?

In the years since the Silicon Valley Bank collapse, we have all learned more about bank stress tests and how these tests protect our financial system from banks taking extra risks. I was thinking about...
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international investing
Investing
June 2, 2023

The Benefits of International Investing

With the U.S. markets outperforming their international counterparts in eight of the last ten years, investors may wonder if they should be invested in foreign companies or may be tempted to abandon their international equity...
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investing
Financial Foundations Education, Investing
May 22, 2023

Financial Foundations: The Benefits of Diversification

We’ve all been there – you are at a party, or with a group of friends, and someone is telling you how they just bought 100 shares of Amazon, or $500 worth of Bitcoin. “The investment...
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Saving and Budgeting
May 18, 2023

How to Create a Spending Plan

At HTG, we discuss with our clients the importance of creating good saving habits – start early, save as much as you can, but leave room to have a little fun in your life. A...
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Investing, Planning
May 5, 2023

Background and Implications of the Looming Debt Ceiling

What is the debt ceiling? The federal debt limit (ceiling) restricts the total amount of money that the Treasury Department can legally borrow at any point in time. Since the initial debt limit was set...
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life insurance
Insurance, Planning
May 2, 2023

Why Life Insurance Is Important: Protecting Your Family’s Future

Discussing life insurance is hardly a welcome pastime! Insurance terms are foreign, projections are hard to understand, and contemplating death is unpleasant. Evaluating insurance is central to your family’s long-term financial safety, but you may...
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Financial Foundations Education, Saving and Budgeting
April 28, 2023

Financial Foundations: Make Saving a Priority!

Saving is an essential ingredient to your financial health and future, but putting a plan in place to save can be challenging (and sticking with it even harder). The graphic below outlines how you should...
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HTG Advisors

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

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