HTG Investment Advisors is pleased to share an important conversation featuring our own Allison Donaldson, CFP®, on the Future Focused: Sophisticated Estate Planning℠ podcast with Michael Clear and Wiggin & Dana. In this episode, Allison...
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Congratulations! Your child got into college! Now comes the really challenging part … paying for it! You may have saved a nice sum in a college savings plan over the years, but not enough to...
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Part of our job as financial planners is to look at your financial future and figure out what can go right and what might go wrong. One of the major possibilities in the “wrong” category...
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Picture a massive glacier. Day by day, it appears completely motionless—a towering wall of ice frozen in time. But observe it over decades, and you witness one of nature’s most powerful forces, capable of carving...
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The Tax Cuts and Jobs Act (TCJA) of 2017 brought sweeping tax changes, including lower individual income tax rates and an increased estate and gift tax lifetime exemption. However, most of these provisions were temporary,...
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At HTG, we understand that starting your investment journey can feel overwhelming with so many account options available. This month, our focus is to help you understand the different types of investment accounts, outside of...
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If you’re reading this and were born between 1965 and 1980, chances are you’ve weathered some financial storms. You’ve survived the dot-com crash, the 2008 financial crisis, maybe a pandemic-induced career pivot, and probably helped...
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The U.S. stock market more than recovered from April’s tariff surprise. The U.S. stock market gained 5.8%¹ through the end of June, fully recovering from a sharp 19%¹ decline triggered by new tariff policy announcements...
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You’re probably thinking, “I’m young – why do I need estate planning?” Here’s the reality: if you have a 401(k), own anything valuable, or have people who depend on you, you need a plan. The...
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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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