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...

WTOP Interview: Weighing the Costs and Need for Long Term Care Insurance

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

Reset Your Financial Goals by Avoiding These Roadblocks

Before establishing your financial goals, let’s make sure these roadblocks are not getting in your...

Tips for Investors When Stock Markets Get Wonky

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

Top Books to Grow Your Financial Literacy and Wealth

These essential books can help you enhance your financial literacy, grow your wealth, and plan...

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...

WTOP Interview: How to Include Valuable Art and Collectibles in Your Estate Plan

LISTEN NOW! Tips for handling art and collectibles in your estate planning and how they can affect your...

WTOP Interview: Family Offices Are Not Just for the Super Wealthy Anymore

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

WTOP Interview: The Pros and Cons of Hybrid Long-Term Care Insurance

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

WTOP Interview: 5 Uncommon Ways to Use a Home Equity Line of Credit

LISTEN NOW! Tapping into your home's equity can provide the funds to do more than just renovate your...

WTOP Interview: How ABLE Accounts Support Special-Needs Children and Their Families

LISTEN NOW! ABLE accounts can help special-need children and their families save money and plan for the...

How ABLE Accounts Support Special-Needs Children and Their Families

ABLE accounts are an important planning tool alongside more-traditional techniques such as special-needs...