Everything You Always Wanted to Know About: Flexible Savings Accounts (FSAs)

As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, Christine A. Crigler, CFP® CPWA®, Wealth...

Financial Life Cycles: Living Within The Sandwich Generation

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®,...

Financial Life Cycles: Considerations When Looking to Sell Your Business

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...

Your Wealth 101: The Importance of Savings

A good savings strategy is the foundation of every financial plan. The Colony Group’s JP McBride, CFP®, Wealth Advisor and Answan Johnson, MBA, CFP®, discuss savings 101 – when...

Everything You Always Wanted to Know About: Restricted Stock Units (RSUs)

As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, JonPaul McBride, Wealth Advisor, shares how...

Financial Life Cycles: Negotiating Your Salary

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...

Financial Life Cycles: The Basics of Starting a Business

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...

Everything You Always Wanted to Know About Maintaining a Healthy Credit Score – Giancarlo Plati

As part of The Colony Group’s “Everything You Always Wanted to Know About…” financial education series sponsored by Her Wealth and Your Wealth, Giancarlo Plati, CIMA®, CRPS® Retirement Plan...

Financial Life Cycles: Claiming Social Security

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Wealth Advisor, Margaret Watson, CPA, CFP® discuss the complex world of Social Security and important considerations when...

Financial Life Cycles: Family Financial Planning for College Age Students

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Senior Wealth Advisor, Shellie Kurek Peters, dive into the complex world of college saving, planning, and plan...

Financial Life Cycles: Getting Married/Co-Habitation

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Senior Wealth Advisor, Lauren Ledger discuss the topic of co-habitation and the importance of understanding and protecting...

Financial Life Cycles: Beginning Your Professional Journey

In our premiere episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Wealth Advisor, Christine Crigler discuss all the many layers to kick-starting your career, from initiating long-term...

Everything You Always Wanted to Know About: Types of Mortgages

In Part I of  TCG’s “Mortages” episodes, The Colony Group’s Matthew H. Foster, JD, CFP, Senior Wealth Advisor discussed types of mortgages to consider. Want to learn more about...

Everything You Always Wanted to Know About: Budgeting

The Colony Group’s Heather Anthony, CPA, Senior Tax Manager, shares her tips on creating and maintaining a budgeting or spending plan. Tune in...

Everything You Always Wanted to Know About: Debt

What’s the difference between productive debt and destructive debt? The Colony Group’s Jennifer Stevens, MSA, CFP®, Associate Wealth Advisor, explains in this...

Everything You Always Wanted to Know About: Charitable Contributions

Learn how to maximize the tax benefit of charitable contributions in this video by The Colony Group’s Heather Anthony, CPA, Senior Tax Manager. From donating to charitable organizations and...

Everything You Always Wanted to Know About: 529 Plans

What’s a 529 plan and its major benefits? Hear from The Colony Group’s Nicole Steinwedell, Associate Wealth Advisor, about this tax-advantaged savings account that is designed for the beneficiary’s...

Everything You Always Wanted to Know About: 401(k)s

How do you make the most out of your 401(k) contribution? The Colony Group’s Giancarlo Plati, Retirement Plan Advisor, shares his insights and tips in this...

Everything You Always Wanted to Know About: Becoming an Informed Investor

Looking to become a more savvy investor? The Colony Group’s Kristina Saunders, CFP®, CIMA®, Senior Portfolio Manager, suggests that you ask three key questions on your journey of becoming...