When can I retire? How much can I spend? What does my future look like? This article breaks down six key financial planning questions and how a CERTIFIED FINANCIAL PLANNER® helps you answer them. No...
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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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Most of us dream of aging in place, staying in our homes until our final days. There’s comfort in familiar surroundings and a sense of control that comes with being in our own space. But...
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I will retire on May 30th after 27 years at HTG. This was a bittersweet decision because I have greatly enjoyed my work and have had the most amazing group of colleagues and clients who...
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Having a great salary is something to celebrate, but as many professionals discover, income alone doesn’t guarantee financial security. A recent study conducted by the CFP Board1 shows that 90% of millennials struggle to achieve their...
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Congratulations to recent graduates and hello to all twenty-somethings navigating early career life! Whether you’re just finishing college or a few years into your professional journey, establishing strong financial habits now will create a foundation...
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