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What You Should Know About Certified Financial Planners

Submitted by HTR Group on December 11th, 2019

Certified Financial Planners (CFP) can stand out from a rather crowded field of financial professionals for a variety of reasons. One of the most important reasons is that Certified Financial Planners are mandated to act as a fiduciary, meaning that they are required to put their client’s interests and needs ahead of his or her own.

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  • Investment Strategies
  • Money Management
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An Estate Planning Primer for Business Owners

Submitted by HTR Group on November 6th, 2019

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

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  • Estate Planning
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Get In shape - Financial Fitness 101

Submitted by HTR Group on October 30th, 2019

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

Tags:
  • Investment Strategies
  • Money Management
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FinTech - What Apps You Should Know

Submitted by HTR Group on October 25th, 2019

Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather, connect with your friends and colleagues, and when you just have to post that perfect Instagram of yesterday’s brunch.

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  • Money Management
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Why Financial Literacy is Important

Submitted by HTR Group on October 10th, 2019

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.

Tags:
  • Income Planning
  • Investment Strategies
  • Money Management
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Your Emergency Fund and You

Submitted by HTR Group on October 7th, 2019

As we move into fall, and a chill sneaks into the air, it's inevitable to start thinking about how winter is coming as well.

Tags:
  • Investment Strategies
  • Money Management
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Suggestions for Long-Term Financial Health

Submitted by HTR Group on October 2nd, 2019

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

Tags:
  • Income Planning
  • Money Management
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A Quick Guide to Planned Giving

Submitted by HTR Group on September 29th, 2019

Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available.

Tags:
  • Estate Planning
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AICPA Highlights 6 Recent Personal Finance Trends

Submitted by HTR Group on September 25th, 2019

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

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  • Money Management
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How to Protect Your Identity

Submitted by HTR Group on September 22nd, 2019

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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  • Money Management
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