Fraud today rarely looks like a stranger breaking in. It looks like a convincing phone call, a familiar-looking email, or a text message that seems to come from your bank. The good news: most of...
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A recent national study has uncovered some eye-opening patterns in how investors make investment decisions. The FINRA Foundation’s 2024 National Financial Capability Study1 surveyed thousands of investors and found significant gaps between where young investors get...
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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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Receiving an inheritance can provide financial opportunities, but also requires careful planning to avoid costly mistakes. CFP® certificant Kerry Connell highlights common mistakes and how to avoid them.
What does generational wealth really mean, and how can you build and protect it? In this article, CERTIFIED FINANCIAL PLANNER® certificant Kerry Connell shares tips for creating generational wealth & common mistakes that could quietly...
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New year, new contribution limits! Each year typically introduces updated limits for various retirement and savings accounts. We’ve compiled this convenient reference guide to help you maximize your tax-advantaged savings in 2026. 401(k), 403(b), and...
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U.S. stocks delivered another strong year. The U.S. stock market advanced 17.1%1 in 2025, marking the third consecutive year of above-average returns. Enthusiasm about artificial intelligence’s potential to boost productivity and corporate profits continues to...
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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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As another year comes to a close, we’ve shown our appreciation for our valued HTG clients by donating in their name to two outstanding organizations that are making a meaningful impact in global health care...
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The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has brought significant changes to the tax landscape—including some important shifts that affect charitable giving. While the law made permanent many...
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