Nina Mitchell

529 plans are a tax-advantaged way to save for college expenses because they allow tax-free earnings growth and tax-free withdrawals when funds are used specifically for qualified higher education...

Learn about recent changes to the 529 college plans and what expenses are allowed with this quick guide. With the start of the new school year, now is a...

From the very first time a professional athlete sets foot on a court, field, or diamond, they need to start considering their life after sports. They also need to...

The Colony Group's Nina Mitchell was featured in the Barron's article, "This Year's Best Personal Finance Advice From the Pros". Read the full article here. 

With public equity valuations at historic highs and traditional fixed income yields at historic lows, investors may need to seek new sources of return to meet their targets. Many...

"You can think of a financial advisor as an architect, builder and general contractor, all in one role, and an accountant as an independent contractor or specialist," says Nina Mitchell.

These must-have forms are critical to protect your right to help your child in the event of an...

As parents and their children prepare for the fall semester of college, one of the most frequently asked questions we get is about their college 529 funds—specifically what they...

Learn what the changes to the 529 college plan are and what college expenses are allowed with this quick...

LISTEN NOW! Whether you are a professional athlete or a successful professional, we all need to plan for...

There are parallels between how pro athletes and the rest of us need to approach retirement. Find out what they...

LISTEN NOW! Here's what you should know about the new tax law changes and how to reap the...

Life insurance is there to financially protect your loved ones. Use these tips to maximize your life insurance...

Tips for investors when stock markets get wonky. We lay out a plan of action to keep it all in...

Beware of the 2018 tax rule changes from the TCJA 2017 that may bring unexpected tricks to the...

LISTEN NOW! Given the rising costs of care, it's essential that you know the costs and needs for long term...

LISTEN NOW! Family offices were once reserved for the ultra-wealthy, now they're accessible to all...

LISTEN NOW! Consider these factors when you are deciding whether or not to purchase long-term care...

Donor Advised Funds (DAF) can be a convenient, cost- and tax-effective vehicle to support your favorite...

LISTEN NOW! Paying for college: tips on tapping your kids' college savings without taking a financial...

Baby boomers, learn to plan for long-term care insurance - its costs, coverage options, and insurance...

Taxes are a fact of life—even in retirement. Asking these questions can help you avoid surprises at tax...

Navigate the 8,000 days of retirement and get ready to explore each phase using these tips and...

Weighing the pros and cons of hybrid Long-Term Care (LTC) insurance is essential to retirement...

Regardless of your level of wealth maintaining good credit can have a dramatic impact on the quality of your...

Find out if a family office is right for you to manage your family wealth, and what to consider when you choose...

LISTEN NOW! Here are some important travel tips if you're thinking of traveling internationally...

LISTEN NOW! Naming your beneficiary is a big decision, yet most of us may give it little or no consideration at...

LISTEN NOW! Instead of looking at retirement as an end, consider a new retirement story that lasts 8,000...

Whether you are a solo or seasoned traveler, consider these top travel tips to stay safe on the...

LISTEN NOW! Donor Advised Funds offer many of the benefits of a private foundation without the...

LISTEN NOW! Alternative investments are not intended to replace your entire portfolio, but to add...

LISTEN NOW! Everything you need to know about the new tax bill starting in 2018 and how it can affect your...

LISTEN NOW! As Congress works on tax reform legislation, there are many things you can do to reduce your 2017 tax...

LISTEN NOW! All investing involves some level of risk. Here are some misconceptions about low-risk...

LISTEN NOW! To get the best deal, consider the pros and cons of leasing or buying a car before heading to the...

LISTEN NOW! Building and sustaining wealth requires having a clear direction and taking action throughout the...

Read our last minute tax tips to make sure you are maximizing your deductions and don't run into any...

Should something happen to you or your spouse, are you sure that your assets will go to the right...

Learn what alternative investments are and how they may be able to add more diversification to your...

The Tax Cuts and Jobs Act of 2017 signed into law in December provides a major overhaul to the previous tax legislation. As the bill was being finalized, many...

To get the best deal, consider all the pros and cons of leasing or buying a car before heading to the...

Conservative investors should take a look at the actual risk in their investments. It may be more than they...

LISTEN NOW! If you are a business owner, take advantage of these smart tips to financially fuel your...

LISTEN NOW: We ditch the financial jargon to beef up your financial literacy and your bottom line. Let's get...

To celebrate American Business Women's Day, we offer our winning financial strategies for women...

LISTEN NOW! With pensions becoming a thing of the past, you not only need to be a better saver, but a better...

LISTEN NOW! Keep our guide handy to know what you can use your college 529 funds for and what you...

Women, it turns out, are better investors than men! But how do they stack up when it comes to knowing the...

Knowing key financial terms is the foundation for smarter financial decisions and wealth building for...

Learn which college expenses are allowed, which one's are not and other important 529 facts with this quick...

The best way to be a better investor is to understand what the investment pros look for when investing money. Here's...

If your spouse suddenly died, would you know where to find all your financial information or what to do first or...

LISTEN NOW: Our In Case of Emergency Financial checklist prepares you to handle all of your finances should you have...

LISTEN NOW: What you need to know to protect the inheritance you plan to leave to your children and...

LISTEN NOW: Spring is the perfect time to get organized and get your finances in shape for the rest of the...

LISTEN NOW: Building a successful investment plan is a lot like making soup. Just follow these...

LISTEN NOW: Stop sabotaging your finances and take control by avoiding these common money...

Here are the top 10 money mistakes I see women make over and over and how you can prevent...

Building a savvy financial portfolio is a lot like whipping up a delicious recipe. The secret is in the...

It's National Estate Planning Awareness Week! Our Wealth Advisors are answering your estate planning...