As a dad, the well-being of your family is of utmost importance. Among the many responsibilities you shoulder, ensuring their financial security is crucial. From personal experience, I understand...
Saving is the catalyst to creating wealth and is imperative to one’s financial success. It doesn’t matter if you are just beginning your savings journey or well on your...
Have you considered whether your portfolio is retirement-ready? Learn more in this U.S. News & World Report article featuring The Colony Group's Dawn Doebler, Senior Wealth Advisor.
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...
529 plans are a tax-advantaged way to save for college expenses because they allow tax-free earnings growth and tax-free withdrawals when funds are used specifically for qualified higher education...
Smart strategies for teens and young professionals on saving for retirement early to position yourself for financial independence later in life. The importance of starting early For students earning...
While no single person can predict the weather with certainty, all individuals can do what is necessary to protect themselves from the risks of extreme weather – from wearing...
The time has come! You want to start saving for the education of your child, grandchild, or even yourself. But what do you need to know about saving through...
Following the 2020 Covid-19 market crash and the 2022 inflation related market fall, equity investors can be forgiven for feeling a certain amount of apprehension regarding recent positive returns...
Identity theft will affect approximately 1/3 of Americans in their lifetime, according to identitytheft.org. One way to protect your identity is with a credit freeze. What is a credit...
A home is the largest asset for most Americans. Not only is it where you live and make memories, tapping into a home’s equity — the difference between what...
Financial tips for establishing a budget to support your long-and short-term financial objectives. When I was a child, my father taught me to save my allowance. He told me...
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...
While self-insurance presents certain pros, it is important to recognize that this approach is not without its cons. Self-insurance involves assuming financial responsibility for potential losses or damages instead...
In a world of uncertainties, protecting oneself against unexpected financial burdens is paramount. Insurance offers a safety net, but have you ever considered an alternative approach known as self-insurance?...
The goal of this paper is to help you structure a successful and enduring legacy. Ensuring a Successful Family Legacy will frame the issues around your legacy, enable you...
These 5 tips will help you to instill your values about your family’s wealth with children of all ages. Wealthy families often struggle with how to tell their children...
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....
At the Colony Group, our mission is to deliver peace of mind to our clients and to empower their visions of tomorrow. A component of how we achieve our...
A nuanced and thoughtful approach to financial planning is like peering into a kaleidoscope. Each kaleidoscope design comprises a unique set of pieces and patterns, and those specific dimensions...
Retirement tips, how to navigate the most difficult medical and lifestyle decisions of your...
When you are looking for a financial advisor, see if they ask these 5 questions and why are they...