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Posts by category

  • Category: Children and Money
    • The Gift of Time: How to Help Your Children Save for Retirement
    • Building Healthy Financial Habits for Your Kids: A Guide for Parents
    • Financial Considerations for Summer Jobs and Internships
    • Financial Planning Tips for Expectant and New Parents
    • What are the Benefits of a 529 Plan?
    • How to Transfer Wealth to Your Children
    • Introducing our ‘Financial Foundations’ Educational Series
    • Why You Should Complete the Free Application for Federal Student Aid (FAFSA)
    • Legal Documents for College Students and Young Adults
    • How a Summer Job Can Kickstart Your Retirement Savings
    • Video Guide: Women’s Webinar Series
    • A Silver Lining of the Pandemic
    • A Meaningful, Fun, and Easy Way to Give This Holiday Season
    • Learning Opportunities for Our Children During Lock Down
    • Which Charitable Giving Strategy is Right for You?
    • A Practical Way to Introduce Your Children to Budgeting; Learn by Doing
    • Estate Planning Tools for Individuals With Disabilities, Mental Health Conditions or Addictions
    • Planning a Wedding? Five Tips for Managing the Cost
    • The Next Best Thing to a Crystal Ball? A Financial Plan
    • A Meaningful Way to Give This Time of Year
    • Valuable Lessons in Delayed Gratification
    • What is the Best Way to Save for College? It Depends on Your Purpose
    • Spending Family Time with Multiple Generations
    • Family Financial Harmony
    • Expanded Use of 529 Savings Plan Under the New Tax Rules
    • Teaching Kids Financial Responsibility
    • The Sum and Substance of 529 ABLE
    • Summer Reading for Tweens, Teens and Twenty Somethings
    • Child Identity Theft – How to Prevent, Identify and Correct
    • Fun Family Conversations about Money
    • Relationships and Money: How to Start and Maintain an Open Dialogue
    • This Season, Give a Gift that Keeps Giving
    • Online Precautions to Keep Information Safe
    • Should You Use Retirement Savings to Pay for Your Child’s College Education?
    • Introducing HTG’s New Website and Logo Design
    • The Golden Rule for College Savings: Start Early!
    • How to Help Young Adults Be Financially Independent
  • Category: Financial Foundations Education
    • Financial Foundations: Navigating Market Volatility
    • Financial Foundations: International Equities – Let’s Talk Diversification
    • Financial Foundations: NVIDIA’s Sharp Decline – What Goes Up CAN Come Down!
    • Financial Foundations: 2025 Contribution Limits & Your Guide to Tax-advantaged Savings
    • Financial Acronyms That Need Your Attention!
    • Financial Foundations: The Importance of Reviewing Your Employee Benefits
    • Financial Foundations: Managing Debt
    • Financial Foundations: The 401(k) vs. Roth 401(k) Dilemma
    • Financial Foundations: Politics and Your Portfolio
    • Financial Foundations: The Secret Ingredient to Investing
    • Financial Foundations: Investing 101 – Patience and Purpose!
    • Financial Foundations: Strategic Tax Tips for 2024 – and 2023!
    • Financial Foundations: Financial Checklist for the New Year
    • Financial Foundations: Your Life Insured for a Future Secured
    • Financial Foundations: Time for a Benefits Package Check-Up!
    • Financial Foundations: Start saving for retirement NOW!
    • Financial Foundations: Estate Planning Essentials
    • Financial Foundations: Give Yourself Some (Good) Credit!
    • Financial Foundations: Home-Buying Tips
    • Financial Foundations: The Benefits of Diversification
    • Financial Foundations: Make Saving a Priority!
    • Financial Foundations: Volatility: Keep Calm, and Carry on Investing!
    • Financial Foundations: Financial Planning – Ready, Set, Goal!
    • Financial Foundations: The Power of Compound Interest
    • Category: Children and Money
      • Financial Foundations: Invest in Your Child’s Future!
    • Category: Insurance
    • Category: Investing
    • Category: Planning
    • Category: Retirement
    • Category: Saving and Budgeting
    • Category: Taxes
  • Category: General
    • HTG 2024 Holiday Giving and New Year’s Message
  • Category: Insurance
    • The Hidden Costs of Financial Mistakes – and How to Avoid Them!
    • A Financial Spring Cleaning Checklist
    • HTG Now Boasts Seven Certificants
    • Why Life Insurance Is Important: Protecting Your Family’s Future
    • What is a Fee-only Advisor?
    • Snow Day! Check Your Financial Forecast
    • Top 10 New Year’s Resolutions for your Wealth
  • Category: Investing
    • Staying the Course: Smart Financial Moves During Market Volatility
    • What are the Benefits of Working with a Financial Advisor?
    • Managing Investment Portfolios in a Complex Environment
    • Understanding Behavioral Biases in Financial Decision Making
    • Fourth Quarter 2024 Investment Commentary
    • The Power of Human Ingenuity
    • Third Quarter 2024 Investment Commentary
    • Factors to Consider When Investing in Residential Rental Property (Real Estate) versus the Stock Market
    • The Presidential Election’s Impact On Your Portfolio
    • Second Quarter 2024 Investment Commentary
    • 3 Common Investing Mistakes
    • Understanding Sustainable Investing
    • First Quarter 2024 Investment Commentary
    • The Lesser-Known Benefits of HSAs
    • What Financial Mistake Did You Make in Your 20s?
    • Ready to Save? Let’s Prioritize How and Where to Save Your Hard-Earned Dollars
    • Fourth Quarter 2023 Investment Commentary
    • Five Questions to Ask Yourself Before You Invest
    • Many Happy Returns
    • Is Cash Really King?
    • Third Quarter 2023 Investment Commentary
    • You Know More about Investing than You Think You Do
    • Is Your Advisor a Broker or Fiduciary?
    • Second Quarter 2023 Investment Commentary
    • Why Financial Advisors will not be replaced by ChatGPT
    • Should I Buy or Rent a Home?
    • The Benefits of International Investing
    • Background and Implications of the Looming Debt Ceiling
    • First Quarter 2023 Investment Commentary
    • Three Tax-smart Techniques for Managing Portfolios
    • How do rising bond yields impact my investment strategy?
    • Are my assets safe? FDIC insurance and SIPC protections explained.
    • Sleeping Well in Volatile Times
    • Fourth Quarter 2022 Investment Commentary
    • This Has Been a Test: Developing a Financial Plan You Can Stick With
    • Investment Scams: If it seems too good to be true, it is!
    • Third Quarter 2022 Investment Commentary
    • Five Tips for Better Financial Health
    • Partners in Love, Life and Money; Why a Team Approach to Family Finances is Ideal
    • Why Stocks and the Economy Diverge
    • Second Quarter 2022 Investment Commentary
    • Lessons Learned During My Forty Years as a Wealth Manager
    • Recessions and bear markets explained
    • Investing in I Bonds and TIPS During Rising Inflation
    • First Quarter 2022 Investment Commentary
    • Drawing a Blueprint for Your Finances
    • Inflation’s Winners and Losers
    • So Many Options, So Little Time: Strategies for Equity Compensation
    • Women and Finance: Build the Life You Want!
    • Top Financial Considerations When Changing Jobs
    • 2021 Year-End Review
    • Bulls, Bears, and Long-Term Benefits of Stock Investing
    • Video Guide: New Year Message from Our Principals
    • Equity Compensation: What are RSU’s and Stock Options?
    • Remembering and Giving This Time of Year
    • Why I’ll Always Be Optimistic About the Market
    • All-Time High Anxiety
    • Does it still make sense to invest in foreign companies?
    • Women in Leadership
    • Use Bonds to Sleep Well at Night
    • Four Investment Lessons Validated During the Pandemic
    • Myth Busters: Five Common Misbeliefs about Social Security Claiming
    • How to Manage Inflation Risk
    • Our Core Fund Company Gets Serious About Climate Change
    • Are Your Financial Planning Ducks in a Row?
    • Video Guide: Large and In Charge; Giant Firms Atop the Market is Nothing New
    • Video Guide: What to Expect When Investing in the Stock Market
    • Bubbles: Bitcoin and GameStop
    • 2020 Year-End Review
    • How Will We Remember 2020? Investing Through a Crisis
    • Staying on Track – Common Questions During Market Uncertainty
    • Politics and Your Portfolio
    • How to Beat the Stock Market
    • Is Now the Time to Buy Stocks or Sell Stocks?
    • Will the Coronavirus Infect My Portfolio?
    • The Value of Trying New Things
    • Mindfulness and the Markets
    • Investing Through the Next Recession
    • Lessons for Weathering Volatility
    • Plan Your Play, Then Play Your Plan
    • Seven Ways to Fool Yourself When It Comes to Investing
    • The Devil is in the Detail When Dividing Assets
    • Here’s the Prescription
    • The Value of Volatility
    • Midterm Elections: What Do They Mean for Markets?
    • Three Reasons to Do Nothing
    • The Rationale for Bond Funds
    • Schedule Your Annual Financial Checkup
    • Our Original Values Carry On
    • What Is a Bitcoin?
    • What is an Alternative Investment?
    • 5 Strategies to Keep You on the Path to Financial Security
    • Diminished Capacity and Financial Well-Being
    • A Simple but Not Simplistic Investment Strategy
    • Is Your Savings Enough to Support Your Lifestyle in Retirement? (Part 2)
    • Is Your Savings Enough to Support Your Lifestyle in Retirement? (Part 1)
    • Benefits of an Individual Charitable Mission Statement
    • A Sensible Approach to Allocating Wealth
    • Sometimes Paying Down Debt Isn’t a Good Idea
    • Will the Election Results Impact Your Investments?
    • Should There Be Less Interest in Interest Rate Volatility?
    • Three Tips to Investing Without a Crystal Ball
    • Income-Oriented Versus Total Return Strategy
  • Category: Planning
    • A Financial Planning Guide for Senior Living Facilities
    • Retirement Ready: 5 Financial Planning Lessons From My 27-Year Career at HTG
    • A Financial Guide for Young Adults
    • Navigating Life’s Healthcare Transitions: A Q&A with Healthcare Pathfinder
    • The Silent Threat to your Wealth: Lifestyle Creep
    • Year-end Financial Review: Prioritizing Your Financial Future
    • Understanding Annuities
    • What Charitable Giving Strategies Are Right For You?
    • New Rules for Inherited IRA Required Distributions
    • Diminished Capacity and Finances: How to Spot the Signs and Protect Your Loved Ones
    • What Should I Consider After Receiving an Inheritance?
    • What is the Corporate Transparency Act?
    • What Financial Mistake Did You Make in Your 20s? – Part 2
    • Take Action to Protect Your Online and Financial Security
    • How to Plan for Long-term Care
    • Managing Finances as a Newly Married Couple
    • Financial Checklist for When a Loved One Dies
    • Can You Pass a Personal Financial Stress Test?
    • A Summary of Secure Act 2.0 Changes for Individuals
    • Advisors as Financial Quarterbacks
    • How to Define and Prioritize Your Financial Legacy
    • Why Is Estate Planning So Important?
    • Expect the Unexpected
    • What Can Financial Planning Do For You?
    • The Advantages of a 529 Plan
    • A Fresh Financial Start After Divorce
    • Making the Right Choice in Senior Living
    • Will You Owe Tax on the Sale of Your Primary Home?
    • Charitable Estate Planning
    • Happy Money
    • Three Years, Three Sets of Rules: What You Need to Know About Required IRA Distributions
    • Ruminations at 100
    • Reflection in a Time of Isolation
    • Coping in the Time of Coronavirus
    • Four Tax Rule Changes Every Retirement Account Holder Should Know
    • Planning Strategies for the End of the Stretch IRA
    • How the SECURE Act Impacts Your Retirement
    • Don’t Be Blindsided By Rising Health Care Costs
    • Organizing Financial Records
    • To Plan or Not to Plan?
    • A Milestone Birthday Prompts Reevaluation
    • What Does Your House Really Cost and Can You Afford It in Retirement?
    • Freshman Year in Retirement – A Retrospective
    • Recent Developments in Connecticut
    • New Tax Law Soon Ends Alimony Deduction
    • Important Changes in Tax Law that May Impact You
    • Federal Estate Exemption Amounts Announced for 2018
    • Financial Steps in Divorce
    • Calling All Millennials! Step Up to the Fiscal Starting Line!
    • How to Reduce Risk With Tax Diversification
    • Choosing a Place to Live in Retirement
    • The Legal Choices in Divorce
    • Newlyweds: Start Your Marriage with a Healthy Financial Mindset
    • The Social Security Dilemma
    • Pumpkins, Football, Turkeys and…Taxes!
    • Financial Clarity Helps When Considering Divorce
  • Category: Retirement
    • Qualified Longevity Annuity Contracts (QLAC): What is a QLAC and who can benefit from one?
    • Key Considerations for Long-term Care
    • An Octogenarian’s Take on Life
    • How to Avoid Costly 401(k) Mistakes with a Job Change
  • Category: Saving and Budgeting
    • Understanding & Managing Your Credit Score: How to Survive and Thrive the Credit Score Jungle
    • How to Create a Spending Plan
  • Category: Taxes
    • Investment Tax Documents Needed for Filing Taxes
  • Category: Transitions
    • HTG Welcomes Three New Employees
    • Seven Months into the Pandemic, and Never Been Busier!
    • Recommendations for Pandemic Entertainment from the HTG Team
    • Tips for Working Remotely
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HTG Advisors

50 Locust Avenue
New Canaan, CT 06840
203.972.8262
info@htgadvisors.com

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