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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While HTG’s clients live in many different states, the highest concentration is in Connecticut, our home base. With apologies to our clients who live elsewhere, this article will focus on recent developments in Connecticut with...
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Most of us wish we could bottle up the sense of joy and family harmony we feel over the holidays and retrieve it during stressful times. In fact, we would like to keep family peace,...
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The Tax Cuts and Job Act of 2017 effects a change to the tax treatment of alimony that is noteworthy for those considering divorce. We recently read an article regarding the topic in the Hartford...
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Chances are you are well aware of the recent passage of the Tax Cuts and Jobs Act (TCJA) of 2017 and its reduction in corporate tax rates, changes to itemized deductions/exemptions and individual tax rate...
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529 College Savings Plans were originally designed as investment accounts to save for a beneficiary’s future higher education costs. Prior to the new tax bill, withdrawals from a 529 would only be qualified (tax-free earnings...
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We are often asked why we use bond mutual funds rather than individual bonds in our clients’ portfolios. The question is typically posed as “Why would I own a bond fund when I can buy...
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Look just about anywhere today, and you’ll find someone wearing a Fitbit, or some device that tracks steps, sleep and pulse rate. This is all part of a trend towards raising consciousness around our health...
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Life is a series of transitions. While each transition offers challenges, opportunities can also be uncovered. During one such transition almost 25 years ago, Tom and I recognized an opportunity to fill a long-held dream...
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Eight years ago, an unidentified individual or group developed the first cryptocurrency, a person-to-person electronic cash system now called Bitcoin. Bitcoin’s value has sky-rocketed year-to-date, bringing it to the forefront of market news. Is it...
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