The Colony Group Wins 2018 Trailblazer IMPACT Award™

BOSTON, Nov. 15, 2018 — The Colony Group is proud to announce that we have been selected as the winner of the 2018 Trailblazer IMPACT Award™, part of Charles Schwab...

The Colony Group Wins 2018 Trailblazer IMPACT Award™

Evolving strategy, expanding possibilities Excellence through independence has always been at the core of The Colony Group’s mission. One of the oldest independent wealth management firms to come out...

Tax Cuts – Part II

The Tax Cuts and Jobs Act of 2017 (TCJA), which was enacted in 2017 but largely became effective at the beginning of 2018, changed many of the fundamental underpinnings...

A “Millionaire’s Tax” for Massachusetts? Not Yet.

The Supreme Judicial Court of Massachusetts recently held that a petition commonly known as the “Millionaire’s Tax” must be excluded from the 2018 Massachusetts ballot. The petition proposed an...

How Business Owners Could Reap Big Tax Savings

If you are a sole proprietor, a shareholder or member of an S-Corp, Partnership or LLC, including publicly traded partnerships, or if you own rental real estate, you may...

Colony Group Advisors Take the Boys and Girls Club Teens on a Financial Journey

Last week, our Colony Group colleagues, Jonathan Lustig and Jim Johnston, joined the Boys and Girls Club of Medford and Somerville, MA, for an interactive educational session with their...

The Colony Group’s DC regional office selected as one of Washington’s Best Places To Work by the Washington Business Journal

The Colony Group is honored that its Bethesda, MD office was selected as one of the Best Places To Work by the Washington Business Journal. The key to our...

Need To Know Tax Tips Before Filing Your Taxes

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

The Colony Group Named a 2018 Best Places To Work for Financial Advisers by InvestmentNews

The Colony Group is pleased to announce that we have been recognized as a 2018 Best Places to Work for Financial Advisers as announced by InvestmentNews today. The Colony...

ScratchWorks Puts Focus on Fintech At Barron’s Top Independent Advisors Summit

ORLANDO, FL, March 15, 2018 — ScratchWorks, a FinTech accelerator that connects tech startups with wealth management leaders to advance the digital transformation of the financial services industry, today...

22 Colony Group Wealth Advisors Featured in Boston Magazine as Recipients of 2018 Five Star Wealth Manager Award

The Colony Group is proud to announce that 22 of our Wealth Advisors were recognized with the 2018 Five Star Wealth Manager Award in the February edition of Boston...

Unpacking The Tax Bill: What It Means For Your Taxes

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...

2017 Year-End Tax Planning

Given the current uncertainty surrounding the potential for tax reform, year-end tax planning has become more challenging – and more important – than in other years. The Senate passed...

Speaking Of Tax Returns…Never Sign A Tax Return You Haven’t Read

Many women don't want to admit that they never read their tax return before signing it. Here's why you...

Will You Take a Tax Hit When You Sell Your Home?

We make it easy to know if you will have a taxable gain and the exceptions to consider before selling your...

Advice for parents who want to help boost their children’s financial IQs

As a freshly minted college graduate, I thought I was well prepared to launch into adulthood. But there was one nagging issue that kept holding me back: a lack...

Why a CDFA® Professional can be a critical member of your divorce team

Getting divorced is typically a painful and difficult process.  It can be emotionally and financially devastating to all parties.  Having a lawyer on your side to help navigate the...

How Can You Effectively Plan for the Increasing Cost of College Education?

For many parents, planning for their children’s college education is their second most important financial goal, behind planning for their own retirement.  Over the past five years, the total...

A “Millionaire’s Tax” for Massachusetts?

Last month, the Massachusetts Legislature approved a constitutional amendment, known as the “Millionaire’s Tax”. If adopted (as described below), the amendment will add a 4% surtax on all taxable...

Warning About New Taxpayer Scam

We would like to remind our clients to remain vigilant when they receive calls or emails regarding personal financial matters. Those seeking to inflict harm have increased the frequency...

Why You May Now Want to Consider After-Tax 401(k) Contributions

Defined contribution plans, such as a traditional 401(k) plan, offer the benefit of saving for retirement using pre-tax dollars.  For 2017, the maximum contribution to these plans allowed by...

Financial Considerations During a Divorce

Do you have a family member or friend who is contemplating divorce?  Putting all emotions aside, the legal aspect of divorce is essentially a business transaction involving the division...

Are Some Advisors Selectively Applying the Fiduciary Standard?

As seen in Advisors Perspectives The heated nature of the rhetoric surrounding the fiduciary standard has reached a new high, focusing on whether investment advisors should offer certain investment...

When Suitable Advice is Less Than Suitable

Just about everyone who has read this week’s financial headlines must be wondering about all the fuss surrounding the Department of Labor and the “fiduciary” standard being imposed on...

Client Journey: Heading Toward Retirement

A married couple in their late fifties came to The Colony Group after having received a large inheritance consisting of shares of a single publicly traded stock as well as a distribution of shares of the same stock from a trust established by a family member. With two careers,...