As 2024 comes to an end, we’re expressing our gratitude to our clients by supporting two vital causes. This holiday season, HTG is making donations on behalf of our clients to two organizations tackling critical...
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Selecting the right financial advisor is an important decision. Knowing what qualities to look for and how to evaluate an advisor’s expertise can be challenging. What criteria should you use? What is the yardstick by...
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Several times a year, after months of intensive study, a determined group of budding financial planners “sit” for the day-long exam to become a CERTIFIED FINANCIAL PLANNER™. It is a tense day and the culmination...
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The concept of home ownership seems to be entrenched in the psyche of Americans, and most people consider owning a home as one of the best ways to accumulate wealth. Moreover, for most Americans, housing...
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The goal of tax-efficient investing is simple: maximize the amount of investment return you keep by minimizing how much is lost to taxes, without jeopardizing the integrity of the portfolio. With a U.S. tax code...
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Recently we have been receiving more calls from prospects indicating they are looking for a fee-only advisor. This is good news for us and great news for consumers, as it shows that the public is...
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Over the past several decades, American football has eclipsed baseball as the most popular sport in terms of viewership. The secret to a successful football team is often a great quarterback and these talented players...
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Documents generated by your custodian that you will need to prepare your tax return. This time of year, our real and virtual mailboxes receive tax documents from custodians that reflect activity from the prior year....
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Recently, HTG hosted a webinar series for women entitled “Financial Fitness Bootcamp”, with the goals of educating, empowering, and motivating women to take control of their financial futures. Personal finance may not be a priority...
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Are you a millennial or young professional who has made great strides in growing your career in your twenties and thirties? Have you now enjoyed the fruits of your labor with more income and started...
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