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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My grandfather gave piano lessons in Shanghai during WWII. He loved lemons. Food prices often increased daily, so whenever a student paid for a lesson, he would rush to the market to buy what he...
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Homeownership has long been a cornerstone of the American Dream, and through the years, government policy has been created to support it. Incentives have historically included: mortgage interest and local property tax deductions, first-time homebuyer’s...
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As I write this article, we are over a year into the pandemic. With vaccinations on the rise, and our eye on the future, I’ve taken time to reflect on some of the benefits of...
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The American Heart Association (AHA) offers a six-hour course in charitable estate planning which I recently completed. It was both educational and provocative. I will start by touching on the provocative and then share my...
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Climate change is in the headlines daily and it is getting harder to ignore scientists from disparate fields who are sounding the alarm about global warming and its consequences. It is believed that dangerous storms,...
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Is your financial life organized and are you on track to achieve your goals? For all our HTG clients reading this blog, I want to commend and thank you. Somewhere along the line, you realized...
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More from HTG Investment Advisors on investing in the current market. Do today’s largest companies hold the best opportunity for growth? The slide is from Dimensional Fund Advisors, who prepares many wonderful materials on investing....
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Learning how to invest in the stock market can be an overwhelming process. In this short video, HTG Investment Advisors President Robin Sherwood shares her favorite slides on investing in the stock market. We often...
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It is exciting to suddenly receive a financial windfall. That feeling is a natural part of how our brains work, irrespective of education or experience. Isaac Newton lost a fortune chasing the excitement of unexpected...
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