Site Map
Pages
- Home
- Who We Help
- Experiencing A Major Life Event
- Accumulating Wealth
- Approaching Retirement
- Living In Retirement
- Our Services
- About Us
- Meet Our Team
- Success Stories
- News & Insights
- Contact Us
- Schedule A Complimentary Call
- Client Login
- Privacy Policy
- Disclaimer
- Web Accessibility
- Personal Data Request
- Thank You – Newsletter
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
- Category: Insurance
- Category: Investing
- Category: Planning
- Category: Retirement
- Category: Saving and Budgeting
- Category: Taxes
- Category: General
- 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
- Category: Saving and Budgeting
- Category: Taxes
- Category: Transitions