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...
Learn what the changes to the 529 college plan are and what college expenses are allowed with this quick...
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...
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...
LISTEN NOW! Find out how your employee benefits, like health or life insurance, can protect your overall financial...
LISTEN NOW! Find out what the top financial and technology trends are that could affect how you manage your...
Are you considering all your wealth dimensions before making financial decisions? Here are 4 steps to help you...
LISTEN NOW! Find out how to give, especially more substantial amounts, without triggering those gift...
Life insurance is there to financially protect your loved ones. Use these tips to maximize your life insurance...
Learn what are the top financial planning trends that could affect your personal finances in...
LISTEN NOW! There's another way to do good and support your favorite causes while reaping tax...