Planning
June 27, 2025
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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All BlogsChildren and MoneyFinancial Foundations EducationGeneralInsuranceInvestingPlanningRetirementSaving and BudgetingTaxesTransitions
March 8, 2024
Take Action to Protect Your Online and Financial Security
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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February 29, 2024
Financial Foundations: Strategic Tax Tips for 2024 – and 2023!
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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February 29, 2024
The Lesser-Known Benefits of HSAs
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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February 23, 2024
What Financial Mistake Did You Make in Your 20s?
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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February 18, 2024
Ready to Save? Let’s Prioritize How and Where to Save Your Hard-Earned Dollars
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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February 2, 2024
Qualified Longevity Annuity Contracts (QLAC): What is a QLAC and who can benefit from one?
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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January 26, 2024
Fourth Quarter 2023 Investment Commentary
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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January 17, 2024
Financial Foundations: Financial Checklist for the New Year
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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January 12, 2024
Five Questions to Ask Yourself Before You Invest
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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