How to Maximize 529 Plans to Pay for Education Expenses (or not) – Part I

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...

Tips for Students on Avoiding Student Loans and Credit Card Debt

Savvy strategies for high school and college students to avoid student and credit card debt and position yourself for financial independence post-graduation and beyond. Tips for Students on Avoiding...

Your Journey to Financial Independence Day!

What does financial independence mean to you and how do you plan to get there? Do you feel financially free right now or do you feel stuck or bound...

Winning the Long Game: What Professional Athletes Can Teach Us About Retirement Planning

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...

Financial Tips & Resources For College Grads

Great financial tips and resources for college grads to establish financial independence and begin building wealth. It’s the season for celebrating graduations and a good time to consider how...

Smart Saving Strategies for Millennials and Gen Z

Learn smart ways to save and grow your wealth in your 20s and 30s when you think you don’t have any money to put aside If the pandemic taught...

The Truth About Taxes in Retirement

Taxes are a fact of life—even in retirement. How much you will be required to pay could have an effect on your lifestyle during this phase of your life....

Financial Pressures Today’s Breadwinner Women Face

Women breadwinners have unique financial needs as they contribute more income to support their families and their future. Women are increasingly earning more money and significantly contributing to their...

Veteran Female Advisors Explain How More Women Can Succeed in Wealth Management

The Colony Group’s Kristina Saunders, Senior Portfolio Manager, recently spoke with Barron’s on the best ways to support advancing women’s careers in wealth...

Breaking Down the Barriers Between Women and Financial Success

The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...

Thoughts on Gender Diversity, Equity, and Inclusion at The Colony Group

During Women’s History Month, it seems natural to reflect upon how we are doing with respect to gender diversity and empowering women at The Colony Group. In my role,...

Essential Documents Your Young Adult Children Should Sign

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

529 Plan Survival Guide: What College Expenses Are Qualified and Other Need-To-Know Facts

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...

How to Tap Your 529 College Plan To Pay For Education Expenses

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

WTOP Interview: 5 Unwelcome Tax Surprises That Might Affect You

  Interview Transcript: Sandy Kozel: Well, with that deadline coming up, you might be working on your taxes this weekend. To talk about some things that might trip you...

WTOP Interview: Winning the Long Game: What Professional Athletes Can Teach Us About Retirement Planning

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

Winning the Long Game: What Professional Athletes Can Teach Us About Retirement Planning

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

WTOP Interview: Tax Tricks and Treats: Are You Ready for the Grim Tax Reaper?

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

WTOP Interview: How Your Company Benefits Can Protect Your Financial Plan

LISTEN NOW! Find out how your employee benefits, like health or life insurance, can protect your overall financial...

WTOP Interview: Top Financial Planning Trends for 2019

LISTEN NOW! Find out what the top financial and technology trends are that could affect how you manage your...

4 Steps to Build Your Financial Plan from Vision to Reality

Are you considering all your wealth dimensions before making financial decisions? Here are 4 steps to help you...

WTOP Interview: How to Give to Family and Friends — and Avoid Gift Taxes

LISTEN NOW! Find out how to give, especially more substantial amounts, without triggering those gift...

4 Questions to Ask to Maximize Your Life Insurance Benefits

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

Top Financial Planning Trends for 2019

Learn what are the top financial planning trends that could affect your personal finances in...

WTOP Interview: How to Use An IRA Giving Strategy To Increase Tax Benefits

LISTEN NOW! There's another way to do good and support your favorite causes while reaping tax...