Increasing oil prices and inflation uncertainty have many investors nervous about what the Iran conflict could mean for their portfolios. In this article, CERTIFIED FINANCIAL PLANNER® certificant Allison Donaldson explains how markets typically react to geopolitical...
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Dinner party conversations these days often include a discussion about a friend or family member who has been the victim of fraud and/or identity theft, or about an elaborate ruse they read about in the...
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Many articles focus on the question of housing affordability for young people starting out, but few address what a retiree (or retiree-to-be) can afford. For the first-time home buyer, the emphasis is on how much...
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Important Disclaimer: HTG Advisors is not a Medicare expert, and we rely on specialized Medicare professionals to advise our clients on a case-by-case basis. However, from our experience working with clients through healthcare transitions and...
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Over the past 5 years, a tug of war has been going on between the Department of Labor (DOL) and the courts over advice provided to retirement account holders. The DOL wants to require financial...
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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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