In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Lauren Ledger, MBA, CFP®, Senior Wealth Advisor. Together, they discuss the benefits of being...
In addition to demands on a caregiver’s time and the emotional toll it can take, members of the Sandwich Generation can also suffer financially. At first, it was easy...
Taking care of your aging parents while simultaneously caring for your dependent children all while working can raise some challenges. The Colony Group’s Senior Portfolio Manager, Kristina Saunders, CIMA®,...
Have you ever argued with your spouse or partner about money? Perhaps it was over some small expenditure like a new golf bag or maybe it was about a...
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of the world’s 50...
Although we are past the April 15th deadline, it is still important to consider tax implications throughout the year as your financial circumstances evolve. The transitions that women navigate...
Considerations and strategies for landing and keeping the job you want while setting yourself up for career success! What should recent graduates focus on at the start of a job...
Salary negotiation can be very uncomfortable, especially if you’re afraid it might cost you the job offer. At the same time, it may land you a higher salary and...
In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® sits down with career transition advisor, Marti Fischer of the Marti Fischer Group. Together they discuss the tools...
According to the U.S. Bureau of Labor Statistics, the workforce participation rate for women is 57.4%; meanwhile, roughly 59% are living paycheck to paycheck. But why? There are several...
In this episode, The Colony Group Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with the Co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of...
Navigating the complexities of Social Security is a key aspect of financial planning, especially for women, often faced with unique challenges and considerations. For those of us not familiar...
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...
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...
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...
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...
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...
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...
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....
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...
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...
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...
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,...
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...