In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, explains how dividends, interest, and capital gains are taxed, and walks through the strategies we use to help clients keep more of what...
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My 27 year-old daughter, Heather, is embarking on a career change – the perfect time for a financial check in. Like many of today’s millennials, Heather didn’t receive a formal financial planning education, so we...
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Looking for entertaining and educational ways to keep your children busy this summer? Have them read some of these books to introduce financial values and help them gain a sense of financial independence. Every parent...
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Identity theft is becoming commonplace and it seems almost everyone in the U.S. has received a notice that their personal data may have been stolen in connection with a data breach. Several of these data...
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Tax day has come and gone and taxpayers can go back to more enjoyable pastimes for another 10 months. However, it would behoove those in the higher brackets to take time to consider whether they...
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Where should you live in retirement? Many have weighed in this topic and there are periodic ratings on which states are the best or worst places for retirement. One resource for such lists is WalletHub,...
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To feel confident that your savings will be sufficient to support your retirement, there are a number of risks to be managed. Part 1 of this blog published last month addressed managing longevity and lifestyle...
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When the difficult decision is made to end a marriage, the next step is to determine what avenue of divorce the couple wants to travel: mediation, collaborative divorce or conventional divorce. The choice is very...
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![Is your savings enough to support your lifestyle in retirement? [man running with briefcase]](https://www.htgadvisors.com/wp-content/uploads/2017/04/Risk-part-1a-min.jpg)
Our current retirement system places all the planning responsibility on your shoulders and requires you to navigate many uncertainties, including: 1) What will your lifestyle cost in the future? 2) How many years will your...
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You can give your children and grandchildren a priceless asset when you help them recognize their attitude toward money and learn good financial responsibility. Grandparents, parents, schools and now children themselves recognize the need for...
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