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We believe that financial education helps to inspire and support our clients so they can pursue what is next in their journey with confidence. Further, as serious and dedicated professionals in our industry, we feel it is our responsibility to extend our knowledge not only to our clients, but also to prospective clients, business partners, and friends in our local communities. The Colony Group has partnered with Worth Magazine to provide expert insights on topics most important to those communities we serve.

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When financial counseling is an executive benefit, is the executive the only one who benefits?

By Stephen R. Stelljes

Years ago, companies competing for talent added “perks” for key executives, including company-sponsored financial planning, with the company paying a stipend for executives...

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