Dawn Doebler, MBA, CPA, CFP^®, CDFA^®

Congratulations to the following Colony Group team members for being named to Forbes’ 2024 Best-in-State Wealth Advisors List:  Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management...

The following Colony Group advisors were named as 2024 Top Women Wealth Advisors Best-in-State by Forbes.   Debra Brede, Principal and Senior Wealth Advisor, D.K. Brede Investment Management Company, A...

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.

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...

Great financial tips and resources for college grads to establish financial independence and begin building wealth. It’s the season for celebrating graduations and a good time to consider how...

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....

Women breadwinners have unique financial needs as they contribute more income to support their families and their future. Women are increasingly earning more money and significantly contributing to their...

The Colony Group is excited to feature Her Wealth, which focuses on engaging, educating, and serving women on financial topics. The goal of Her Wealth is to establish a...

How Financial Advisors Care for Grieving Clients: Dawn Doebler MBA, CPA (MD), CFP®, CDFA™, a Senior Wealth Advisor at The Colony Group, shares with Barron’s that “There are two...

Happy holidays to our Colony Group clients and friends! In 2021, our company celebrated 35 years since its founding in 1986. To reflect on this incredible milestone, our team...

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...

"Pay close attention to whether the advisor listens to your opinions and takes time to learn the details of your life and values before recommending solutions," advises Dawn Doebler MBA, CPA (MD), CFP®, CDFA™. "This is the best way to know that the advisor will listen to you and tailor solutions accordingly."

The key to successful client meetings is to do more listening and less talking. Dawn Doebler MBA, CPA (MD), CFP®, CDFA™ shares why she has a list of over 40 questions and other insights.

"You have to understand where the client is coming from," said Dawn Doebler, "Does the client tend to be overly optimistic or overly pessimistic? And what's driving that?"

Dawn Doebler suggests seeking professional estate planning advice when family circumstances or complexities increase.

"Unfortunately, too many divorcees expect to live a similar lifestyle in divorce," Dawn Doebler says. "In doing so, they may be ignoring the financial implications or trade-offs required to afford their lifestyle expenses."

Doebler finds that in working with divorcees, "difficult decisions become easier when someone is clear about the trade-offs between current consumption and the impacts that may have on their long-term financial health."

Dawn Doebler and Michael Nathanson share the top questions clients are asking right now via Worth Media.

As appeared in Financial Advisor Magazine There’s no denying that longevity is increasing in the U.S. and throughout much of the world.  Recent legislation like The SECURE Act, passed...

  Interview Transcript: Sandy Kozel: Well, with that deadline coming up, you might be working on your taxes this weekend. To talk about some things that might trip you...

LISTEN NOW! Find out how your employee benefits, like health or life insurance, can protect your overall financial...

LISTEN NOW! Find out what the top financial and technology trends are that could affect how you manage your...

Are you considering all your wealth dimensions before making financial decisions? Here are 4 steps to help you...

LISTEN NOW! Find out how to give, especially more substantial amounts, without triggering those gift...

LISTEN NOW! There's another way to do good and support your favorite causes while reaping tax...

Before establishing your financial goals, let’s make sure these roadblocks are not getting in your...

These essential books can help you enhance your financial literacy, grow your wealth, and plan...

Learn what are the top financial planning trends that could affect your personal finances in...

LISTEN NOW! Tips for handling art and collectibles in your estate planning and how they can affect your...

LISTEN NOW! Tapping into your home's equity can provide the funds to do more than just renovate your...

LISTEN NOW! ABLE accounts can help special-need children and their families save money and plan for the...

ABLE accounts are an important planning tool alongside more-traditional techniques such as special-needs...

Don’t forget to include art and collectibles in your estate planning as they have both sentimental and financial...

Fathers can have an essential role in talking to their children about money and providing basic financial...

LISTEN NOW! Tips and insights on how retirement is changing as we live longer and more engaged...

Retirement tips, how to navigate the most difficult medical and lifestyle decisions of your...

Before deciding on a traditional IRA inheritance option, there are 5 facts that every widow needs to...

Today is Equal Pay Day - not a day of celebration, but a finish line for women striving to close the pay...

LISTEN NOW! To help you get going in the right direction, here are 15 ways to define and achieve financial...

Newly widowed spouses face many financially significant decisions. Here's how to answer the most common...

Financial freedom is much more than having money. Here are 15 ways to define and achieve your financial...

When you are looking for a financial advisor, see if they ask these 5 questions and why are they...

Find out how an ethical will can pass on your values, experiences, and life lessons to your future...

These benefits can provide an important way to identify and cover the risks in your financial...

LISTEN NOW! Your taxes in retirement may be a lot more complicated than taxes while you're...

Whether you're a couple or planning for retirement as a single person, use this checklist and these tips to get...

3 questions newly widowed spouses face when dealing with Social Security, investments, and paying...

LISTEN NOW! Find out how the kiddie tax works and what strategies could help you when tax time rolls...

LISTEN NOW! Listen to these tips to learn how to protect both your financials and your financial...

Here are four strategies to protect your financial sanity when you are part of the sandwich...

LISTEN NOW! 3 questions newly widowed spouses face when dealing with Social Security, investments, and paying...

LISTEN NOW! Many widows should ask these financial questions to prevent running into serious financial...

LISTEN NOW! When shopping for a financial advisor, it essential to see if they ask these...

Here are 5 common reasons for establishing a special needs trust that applies to your family member with a...

Giving to charities not only helps communities or those in need, but it can be a powerful tax...

Find out what the new alimony deduction rules are on a state-by-state basis and if they may apply to...

Staggering statistics about why women should pay more attention to their money. Hint #7: It’s our...

Tapping into a home's equity line of credit may provide the funds to cover large expenses with reasonable...

If taking control of your money and wealth is one of your resolutions for 2019, we have a plan for...

Early in the New Year, we wanted to suggest that as you set your New Year’s resolutions, you consider making at least one related to managing your money.  A...

Here's what married, divorced and widowed women need to know to maximize their Social Security benefit in...

LISTEN NOW! Financial literacy is important for all, but especially for women as they become...

Most post-divorce life changes correlate to a change in some aspect of your income taxes. Look for these common...

LISTEN NOW! Dads, help your children develop a solid financial foundation by teaching them good money...

Take a look at these 4 tax planning strategies to make the Kiddie Tax work for you and your...

LISTEN NOW! Find out how to maximize your Social Security and what are the mistakes you should...

LISTEN NOW! 3 Social Security claiming strategies for women that can make a big difference in retirement...

LISTEN NOW! 5 facts a widowed spouse can take when it comes to inheriting traditional IRA assets as a direct...

Her Wealth is exposing the obstacles and breaking down the barriers that prevent women from succeeding...

Avoiding these common divorce mistakes will help navigate the divorce process and prevent future...

LISTEN NOW! Even the most financially adept among us may not be aware of all of the trustee...

LISTEN NOW! Here are some financial reasons why older couples are opting to live together than getting...

LISTEN NOW! Retirement planning is one of many financial conversations you need to have with your...

LISTEN NOW! With health care costs increasing, it's important to know how to get the most out of your health care...

LISTEN NOW! Catch-up contributions allow to supercharge retirement savings while reducing how much to pay in...

LISTEN NOW! We uncover the facts about mutual fund fees. Use this to know if you are paying too...

LISTEN NOW! HSAs offer tax advantages and other benefits. Here's how to maximize this unique savings...

LISTEN NOW! Deciding where to live can be challenging during and after a divorce. Here are some things to...

Taking the reins on trust accounts can provide a sense of security, but it's also natural to have some...

If you're preparing to sell your business—consider these planning opportunities before you sign on the dotted...

LISTEN NOW! Learn how to get your retirement conversations off on the right track and focused on what's...

Maximizing your Social Security benefits can make a big difference in your retirement income for of all levels of...

Her Wealth is celebrating Read Across America Day with books that educate and empower women about their...

Should you keep your home? The answer depends on balancing the emotional, practical and financial...

With skyrocketing healthcare costs, it's wise to consider how to get your money's worth from your healthcare...

If the thought of talking about money with your loved ones makes you feel uneasy, then fear no...

HSAs offer tax advantages and other benefits. Here's a closer look at how to maximize this unique savings...

Making Catch-Up contributions from age 50 until retirement can add up to significantly more money in...

Women breadwinners have unique financial needs as they contribute more income to support their families and their...

We uncover the facts about mutual fund fees with this primer. Use this to know if you are paying too...

We answer the most frequently asked questions about the trustee job and uncover what you should consider as a...

LISTEN NOW: If you are over 50 and living with someone, talk about your finances as you live and age...

Our Living Together After 50 Infographic shows how couples are putting their own wealth at risk as they age...

A margin account is a powerful tool and may be the answer when cash is tight or credit in not available. Here's...

Since the Equifax data breach, is there anything you can do to protect your online financial info? Actually, there...

Once your divorce settlement is final, it's too late to go back and renegotiate. Here's how to find the right...

LISTEN NOW! Rules of thumb are great guidelines, but smart financial decisions should be designed just for...

LISTEN NOW! Did you know that you have over 40 dimensions of wealth and each one affects your financial...

Roth IRAs can offer tax savings, but many high income earners think they don't qualify for one. Think...

Know the common risks of gray divorce and take these suggested precautions to soften the blow and protect your...

Take our "Living Together After 50 Financial Quiz" to learn what you need to know and discuss before moving in...

Are you considering all of the unique dimensions of your wealth before taking financial advice? Here's why you...

Listen Now: It's time that parents declare their financial independence from their adult children. We have a few...

Listen Now: As college grads go from starving students to working adults, parents can help their financial...

How to have conversations with aging parents about medical care, living arrangements and more so their wishes are...

Couples with large age gaps have special considerations when planning for retirement to make sure their money...

We want men to encourage their wives, mothers and daughters to get engaged in their own finances. Here's...

Great financial tips and resources for college grads to establish financial independence and begin building...

Ask the right questions to improve your investments. Start with these questions to ask yourself or your...

LISTEN NOW: Her Wealth was designed not to exclude men, but to be more inclusive of women when it comes to their...

LISTEN NOW: In the second part of our series, we focus on what those in their 50s and 60s should do now to...

LISTEN NOW: Aging can be an uncomfortable topic, but preparing for it can ease fears for parents and adult...

LISTEN NOW: Our Moving On Post Divorce Checklist guides you through what you need to do to move on with...

LISTEN NOW: Many things change after a divorce including your taxes. We help you avoid unwanted tax...

LISTEN NOW: Learn what a margin account is and why it may be a better option than traditional borrowing...

LISTEN NOW: Know where you are financially and what you need to address by taking this short (12 question)...

LISTEN NOW: If you want to fund your child or grandchild's education, don't miss these tax...

LISTEN NOW: Start with goals to have productive conversations with your spouse or partner about your...

Our Moving On checklist will help you make sure that you haven't left any critical post-divorce actions...

LISTEN NOW: Later-in-life divorces, dubbed "gray divorce" are on the rise and can be costly especially for...

Meaningful and impactful gift ideas with lasting value for women in transition, kids of all ages,...

Listen to Dawn Doebler’s WTOP interview: Women’s Financial Success and Breaking Down the Barriers Transcript: Hillary Howard: Joining us to do that Dawn Doebler; cofounder of Her Wealth™ and...

What to do if... you've been named a trustee, beneficiaries are asking lots of questions, or to know if you want the...

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

We take a fresh look at your performance review report. What do those numbers really tell you about how you are...