Curated by Colony Presents: Medicare Simplified – What You Need to Know for 2025 (Webinar Recording)

Tune in to hear from Curated by Colony and Medicare Choice Group for a discussion designed to help you better understand Medicare and prepare for your 2025 enrollment. We...

Curated by Colony Presents: Family Dynamics: Managing Stress, Boundaries and Building Resilience- Webinar Recording

Curated by Colony and O’Connor Professional Group uncover the secrets to raising resilient adults. We explored effective strategies for setting healthy boundaries, managing common parenting stressors, and parenting approaches...

Curated by Colony: Financial Literacy Media Recommendations

In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...

Curated by Colony Presents – Medicare 101

Welcome to the webinar recording hosted by Curated by Colony and Steinlage Insurance, where we invite you to join a conversation designed to help you better navigate the complexities...

Curated by Colony: 2024 Media Recommendations

Start the new year off right by exploring fresh and inspiring content to stimulate your mind and soul. We asked our Curated by Colony providers what their must-have books...

How to Maximize 529 Plans to Pay for Education Expenses (or not) – Part I

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...

Tips for Students on Avoiding Student Loans and Credit Card Debt

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...

Curated Book Recommendations

Summer is in full swing. A time of year that many associate with a slower pace of life, affording a little more free time to read. To honor the...

Winning the Long Game: What Professional Athletes Can Teach Us About Retirement Planning

From the very first time a professional athlete sets foot on a court, field, or diamond, they need to start considering their life after sports. They also need to...

Ensuring a Successful Family Legacy

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...

Introducing Your Children To Your Family Wealth

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...

Legacy Series: Threshold Questions For Familes

The goal of this paper is to help you get structured for investment success. This requires asking the right questions and prioritizing your objectives. Threshold Questions will help you...

Legacy Series: Thoughts On Philanthropy

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...

UCAS is scrapping the Personal Statement and Universities like Cambridge are welcoming the change

Written by Futureworks Consulting, for clients of The Colony Group Last month the UK announced that it is overhauling its college admissions process. For our friends at The Colony...

Thrive in 30: Making the Leap to Middle School

Moving from elementary to middle school means big changes ahead! Watch Private Prep’s Director of Executive Functioning give essential tips on how students can adjust their organization systems for...

Thrive in 30: Rising to the Challenges of High School

With the transition to high school come heightened expectations. Watch Private Prep’s Director of Executive Functioning to learn concrete strategies to ensure your child rises to the challenge! Private...

Test Prep & College Admissions

For our friends at The Colony Group: our Director of Curriculum and our Director of College Admissions break down your most burning questions about college...

Essential Tips for a Smooth College Transition

As students prepare to start their first semester of college, Private Prep’s Director of Executive Functioning teaches proactive steps they can take to ensure a smooth college...

Thrive in 30: College Transitions

In Thrive in 30: College Transitions, Private Prep’s Director of Executive Functioning teaches proactive steps they can take to ensure a smooth college...

Tips to Ease the Back-to-School Transition

As appeared in Private Prep. How can we prepare for the unknown? Just a few short months ago, many of us were breathing a sigh of relief that the...

How Elite Students Get Organized

As appeared in Private Prep. Picking and sticking with an organizational plan that will revolutionize your academic life Tired of misplacing your notes? Getting blocked on social media by...