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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Gift giving at holiday time to family members living far away can be a challenge. Do you find yourself asking about their needs, wants, sizes, best colors, etc.? We faced this challenge for many years...
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“If you don’t know where you’re going, any road will take you there.” George Harrison I recently spent three days with 1,000 financial planners and 100 enthusiastic tech wizzes from eMoney Advisor, a leading wealth...
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I just celebrated a milestone birthday. I can no longer check the 50-59 box on surveys and forms. That’s right the big 6-0. Honestly, I had some trouble embracing this birthday. Keith Richards said, “No...
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The impact of election outcomes on the stock market is often contemplated in the weeks leading up to an election. With U.S. mid-term elections scheduled for next week, we found the following article by Dimensional...
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Parents want to teach their children skills that create independence through decision making. But financial literacy in current affluent households has become a more elusive lesson than it was in previous generations. The need for...
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With college costs rising at an average annual rate of 5.7% (since 1983 according to J.P. Morgan), the best advice on college savings is to save early and save as much as you can. But...
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The distinct perspectives of different generations add value, both at work and play. HTG Investment Advisors benefits from the range of more than four decades between our youngest and oldest employees. Jeanne and I also...
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Our society values action. We enjoy “action movies”, we use “action verbs” on our resumes, and we praise active people. When we hear news, we think about what action to take. If we hear that...
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Much of the time we spend with our clients involves planning for their futures. Things like ensuring adequate savings and investing to meet future goals are critically important focus areas, especially for pre-retirees. For some...
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