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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
The Colony Group’s Heather Anthony, CPA, Senior Tax Manager, shares her tips on creating and maintaining a budgeting or spending plan. Tune in...
What’s the difference between productive debt and destructive debt? The Colony Group’s Jennifer Stevens, MSA, CFP®, Associate Wealth Advisor, explains in this...
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...
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...
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...
Looking to become a more savvy inveThe Colony Group’s Kristina Saunders, CFP®, CIMA®, Senior Portfolio Manager, suggests that you ask three key questions on your journey of becoming an...