Planning
Do I Need a Will AND a Trust?
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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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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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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As tax season ramps up, we wanted to provide some useful information on tax rates and a few strategic moves that may help lower your taxes each year. Even though 2023 is behind us, some...
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Health Savings Accounts (HSAs) are growing rapidly. Serious savers are embracing their immediate tax benefits and are learning of their even greater long-term value. The basics of HSAs are largely understood, namely, that they are...
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There’s a saying that “hindsight is 20/20” and the older one gets, the more often that phrase seems to be used! A young person doesn’t always have the information – or knowledge- to make the...
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There are innumerable articles encouraging individuals and families to “save more, spend less” and “save early, save often.” These are admirable goals, but these articles often fail to address how to prioritize your savings and...
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Laurie, a single woman living in Boston, just turned 70. She loves her work as a consultant to startups and plans to work as long as she can. Laurie has been a disciplined saver over...
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2023 financial market appreciation was well above expectations. Despite two wars, multiple bank failures, the highest global inflation seen in decades, and the U.S. almost defaulting on its debt, both stock and bond markets appreciated...
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As we embark on a new year together, we want to ensure that your financial journey is on the right track. To help you achieve your financial goals, we’ve prepared a checklist that can serve...
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Intelligent people make investment mistakes. As we start a new year, one resolution should be to do our best to avoid these surprisingly common investment errors. It’s important to exercise caution not only with potential...
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