Events and Education - The Colony Group

Upcoming and Recent Events

December 12 @ 12:00 pm - 1:00 pm

Curated by Colony Presents: Empowered Caregiving: Being a Bold Healthcare Advocate and Redefining Relationships

November 13 @ 12:00 pm - 1:00 pm

Curated by Colony Presents: Cybersecurity: How to Protect Yourself from Fraud and Cyber Attacks

October 29 @ 12:00 pm - 1:00 pm

Curated by Colony Presents: Medicare Simplified – What You Need to Know for 2025

Education

Curated by Colony | December 18, 2024

Curated by Colony Presents: Empowered Caregiving: Being a Bold Healthcare Advocate and Redefining Relationships Webinar Recording

" In today’s healthcare environment, caregiving requires more than just providing support—it’s about advocacy, empowerment, and transforming relationships. Curated by Colony and Care Right had an insightful webinar where they...

Culture | November 19, 2024

Curated by Colony Presents: Cybersecurity: How to Protect Yourself from Fraud and Cyber Attacks Webinar Recording

" Curated by Colony and Total Digital Security hosted a webinar to discuss the latest threats in online fraud, hacking, and the growing rise of AI-based attacks. They shared insights...

Curated by Colony | November 1, 2024

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 | October 21, 2024

Curated by Colony Presents: Multi-Generational Getaways: Creating Lasting Memories for Every Age Webinar Recording

" Curated by Colony and Truvay Travel discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories. Discover...

Her Wealth | October 10, 2024

The Life Arc of a Philanthropist: Progressing Through Seven Stages of a Life of Giving

" Philanthropy, the art of giving to create a positive impact on society, is a dynamic and evolving journey that passes through seven distinct stages. These stages aren’t static but...

Curated by Colony | September 26, 2024

Curated by Colony Presents: Aging in Place: What You Need to Know Webinar Recording

" Curated by Colony and O’Connor Professional Group hosted an insightful webinar on what you needed to know to successfully age in place. They explored the essential proactive steps and...

Financial Life Cycles | June 27, 2024

Financial Life Cycles: Discovering Purpose – Finding New Passions in Non-Profit Work and Engagement

" In this episode, The Colony Group’s, Kristina Saunders, CIMA®, CFP®, Senior Portfolio Manager, meets with Lauren Ledger, MBA, CFP®, Senior Wealth Advisor. Together, they discuss the benefits of being...

Her Wealth | June 17, 2024

The Role of Planning for Those in the Sandwich Generation

" In addition to demands on a caregiver’s time and the emotional toll it can take, members of the Sandwich Generation can also suffer financially. At first, it was easy...

Securing Your Financial Future | June 12, 2024

A Dad’s Guide to Financial Success: Nurturing Your Family’s Future

" 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...

Creating Wealth | May 31, 2024

Savings – A Catalyst to Creating Wealth

" 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...

Financial Life Cycles | May 20, 2024

Financial Life Cycles: Living Within The Sandwich Generation

" Taking care of your aging parents while simultaneously caring for your dependent children all while working can raise some challenges. The Colony Group’s Senior Portfolio Manager, Kristina Saunders, CIMA®,...

Her Wealth | May 14, 2024

Our Emotional Affair with Money

" Have you ever argued with your spouse or partner about money? Perhaps it was over some small expenditure like a new golf bag or maybe it was about a...

Financial Life Cycles | May 9, 2024

Financial Life Cycles: Considerations When Looking to Sell Your Business

" In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of the world’s 50...

Curated by Colony | May 3, 2024

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...

Her Wealth | April 25, 2024

5 Things Women Should Know About Taxes After A Divorce

" Although we are past the April 15th deadline, it is still important to consider tax implications throughout the year as your financial circumstances evolve. The transitions that women navigate...

Her Wealth | April 16, 2024

Strategies for Beginning Your Professional Journey

" Considerations and strategies for landing and keeping the job you want while setting yourself up for career success! What should recent graduates focus on at the start of a job...

Curated by Colony | April 12, 2024

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...

Her Wealth | March 21, 2024

An Executive Coach’s Guide to Salary Negotiations for Women

" Salary negotiation can be very uncomfortable, especially if you’re afraid it might cost you the job offer. At the same time, it may land you a higher salary and...

Financial Life Cycles | March 19, 2024

Financial Life Cycles: Negotiating Your Salary

" 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...

Her Wealth | March 14, 2024

The Impact and Potential of Women Investors: The Evolution of Women and Wealth

" According to the U.S. Bureau of Labor Statistics, the workforce participation rate for women is 57.4%; meanwhile, roughly 59% are living paycheck to paycheck. But why? There are several...

Curated by Colony | March 4, 2024

Curated by Colony: Financial and Emotional Considerations for Families Dealing with Dementia – Webinar Recording

" Join Curated by Colony and concierge senior care planner Care Right for an insightful webinar discussing the financial and emotional considerations for families who have coped with dementia. Discover...

Financial Life Cycles | February 21, 2024

Financial Life Cycles: The Basics of Starting a Business

" 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...

Curated by Colony | February 8, 2024

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...

In The News | February 7, 2024

If You Want to Retire in 2025, Here’s What You Need to Prep Now

" 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...

Curated by Colony | January 31, 2024

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...

Curated by Colony | January 31, 2024

Introducing the New ControlOne “Agent” Software, from Total Digital Security

" As we step into 2024, it’s time to embrace new beginnings and heightened security for our digital lives. We are pleased to introduce the new ControlOne “agent” software, our...

Curated by Colony | January 23, 2024

Curated by Colony Presents: The Art of Aging Gracefully – Webinar Recording

" Curated by Colony and O’Connor Professional Group, discuss nurturing your mind and body so you can embrace the aging journey. We explore a holistic approach to aging well and...

Curated by Colony | January 23, 2024

Curated by Colony Presents: Kickstart 2024: Your Guide to Clean Eating with CBL Wellness – Webinar Recording

" Establishing health and wellness goals is as important as developing a sound financial plan with your advisor. Prioritize your health and wellness in 2024 by defining and setting goals....

Her Wealth | January 16, 2024

Maximizing Social Security Benefits

" 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...

Securing Your Financial Future | November 14, 2023

How to Maximize 529 Plans to Pay for Education Expenses (or not)- Part II

" 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...

Planning For Retirement | November 13, 2023

Tips for Young Adults on Saving for Retirement Early

" 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...

Your Wealth | November 9, 2023

Considering Home Owner’s Insurance

" 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...

Curated by Colony | November 7, 2023

Curated by Colony Webinar Recording – Supporting Aging Loved Ones During Holidays

" As the Holiday season approaches, The Colony Group and O’Connor Professional Group shared information on navigating this special time of year with an aging loved one. This recording provides...

Curated by Colony | November 6, 2023

Unraveling Artificial Intelligence: Evolution, Practical Adoption and Risks- Webinar Recording

" The Artificial Intelligence (AI) story is just beginning. The Colony Group and Total Digital Security connect for an in-depth discussion designed to demystify AI, highlight foundational concepts, and explore...

Securing Your Financial Future | November 1, 2023

529 Planning

" 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...

Creating Wealth | October 25, 2023

Why Focusing on the Long-Term is Smart Investing

" 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...

Curated by Colony | October 13, 2023

2023 Curated by Colony Live Well and Thrive Webinar: Bucket List Living™ – Summer Travel Destinations to Plan Ahead – Webinar Recording

" Curated by Colony travel provider Truvay Travel discuss the most in-demand travel destinations that you’ll want to start planning now. Hear about current trends in the travel industry and...

Establishing Financial Independence | October 4, 2023

How to Protect Your Credit with a Credit Freeze

" 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...

Securing Your Financial Future | October 4, 2023

Five Uncommon Ways to Use a Home Equity Line of 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...

Securing Your Financial Future | October 4, 2023

Achieving Success: The Power of Goal Setting and Building a Budget

" 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...

Curated Education - Learning | September 27, 2023

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...

Curated by Colony | September 20, 2023

2023 Curated by Colony Live Well and Thrive Webinar: Once-in-a-Lifetime Travel Experiences – Webinar Recording

" Curated by Colony spoke to adventure travel provider, Epic Private Journeys, about life-changing travel experiences and adventures you don’t want to miss. From gorilla trekking in Uganda to guided...

Curated Education - Learning | August 15, 2023

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 by Colony | July 30, 2023

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...

Establishing Financial Independence | June 29, 2023

Your Journey to Financial Independence Day!

" 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...

Insights | June 22, 2023

Three Cons of Self-Insurance

" 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...

Curated by Colony | June 21, 2023

Curated by Colony Live Well and Thrive Webinar Recording: Your Guide to Aging and Care Planning

" Curated by Colony welcomed our senior care planning concierge, Care Right, for a discussion about aging and care planning for yourself, your aging parents, or your special needs children....

Curated Education - Learning | June 21, 2023

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...

Insights | June 9, 2023

Three Pros of Self-Insurance

" 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?...

Curated Education - Learning | May 31, 2023

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...

Curated by Colony | May 17, 2023

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...

Curated by Colony | May 8, 2023

2023 Curated by Colony Security Webinar Series: (Session 2) Identity Theft – Protecting your Personal Information

" Curated by Colony security provider Regal Credit Management as we discuss the prevalence and challenges of identity theft. Learn best practices to protect yourself, how to spot an attack,...

Curated Education - Learning | May 7, 2023

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...

Curated Education - Security | April 24, 2023

2023 Curated by Colony Security Webinar Series: Cybersecurity – Protect your Devices, Email, Networks and Information in Real Time

" In part one of this two-part webinar series, Curated by Colony security provider Total Digital Security discusses current challenges and trends in digital risk management. Learn best practices to...

Her Wealth | April 17, 2023

Financial Tips & Resources For College Grads

" 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...

Creating Wealth | April 3, 2023

Smart Saving Strategies for Millennials and Gen Z

" 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...

Her Wealth | April 1, 2023

The Truth About Taxes in Retirement

" 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....

Her Wealth | March 21, 2023

Financial Pressures Today’s Breadwinner Women Face

" 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...

Curated Education - Learning | March 14, 2023

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...

Her Wealth | March 13, 2023

Veteran Female Advisors Explain How More Women Can Succeed in Wealth Management

" The Colony Group’s Kristina Saunders, Senior Portfolio Manager, recently spoke with Barron’s on the best ways to support advancing women’s careers in wealth...

Curated Education - Wellness | March 2, 2023

Curated By Colony Presents: Navigating Mental Health and Well-Being in Families Webinar Recording

" Watch the webinar recording here Curated by Colony and wellness provider O’Connor Professional Group discusses current challenges and trends in mental health and provide tools and resources to help...

Her Wealth | March 1, 2023

Breaking Down the Barriers Between Women and Financial Success

" 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...

Curated Education - Learning | February 8, 2023

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...

Curated Education - Travel | January 26, 2023

Bucket List Living™ Travel Experiences Webinar Recording

" Watch the webinar recording here. Curated by Colony hosted a Live Well and Thrive webinar with a discussion on Bucket List Living™, unique travel destinations, once-in-a-lifetime trips and experiences...

Curated Education - Lifestyle | January 12, 2023

“Bucket List Living: Not for Retirement Only”

" As appeared in Rethinking65. A lot of people talk about their bucket list — the myriad of experiences we hope to be able to complete before we ultimately …...

Curated by Colony | December 15, 2022

Tis’ The Season: Navigating Well-being During the Holidays

" The holiday season is in full swing and with it often comes opportunities for togetherness and celebration. However, this season can also bring opportunities for over-indulgence, sadness, and stress. In contrast...

Curated by Colony | November 18, 2022

Curated by Colony: Live Well and Thrive Webinar – How To Manage The Holidays With An Aging Loved One

" The holidays can be a difficult time for those with older family members. It is hard to see our loved ones struggling and if they have health issues, are...

Curated by Colony | October 30, 2022

Attack Surface #3: Home Internet Routers and Wi-Fi Systems – Manage Your Network Security and Privacy

" Our third and final workshop, Manage Your Network Security and Privacy, provided insightful tips and best practices to help protect your home internet routers and Wi-Fi systems from cyberattacks. “Most routers...

Curated by Colony | October 30, 2022

Attack Surface #2: Devices – How to Protect Your Phone, Tablets, and Computer

" Our second workshop, How to Protect Your Phone, Tablets, and Computer, provided insightful tips and best practices to help protect your personal devices from cyberattacks. “It’s about protecting our personal information...

Curated by Colony | October 30, 2022

Attack Surface #1: Email – How to Privatize and Secure Your Email

" Our first workshop, How to Privatize and Secure Your Email, provided best practices and actionable takeaways to help protect your email and increase digital privacy and security. “The greatest threats consistently...

Curated by Colony | October 7, 2022

Digital Security Tips for TCG Clients

" Quick Guide and Tips to Spot and Prevent Spoofing and Phishing By Brad Deflin, CEO, Total Digital Security www.totaldigitalsecurity.com Email phishing and spoofing is when the bad guys...

Curated Education - Learning | September 14, 2022

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...

Curated by Colony | September 13, 2022

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...

Curated by Colony | September 1, 2022

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...

Curated by Colony | August 3, 2022

Curated By Colony: Private Prep Webinar Recording

" As appears on Private Prep Private Prep is a Curated by Colony educational services partner that focuses on test preparation, subject tutoring, college admissions, and academic skills coaching....

Curated by Colony | July 27, 2022

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...

Curated by Colony | July 27, 2022

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...

Curated by Colony | June 15, 2022

12+ Highly Anticipated New Hotel Openings to Help You Travel Well

" Below is a small sample of recent and upcoming openings. Of course we love old favorites too (always feel free to email us about those). Whether you like staying...

Curated by Colony | June 15, 2022

5 Tips for Traveling Wisely on Your Next Adventure

" The world is opening up. Flights are being added. Restrictions reduced. New hotels and resorts are opening around the world at a record pace, others are reemerging after extensive...

Curated by Colony | May 3, 2022

Michael Nathanson: How to Build a $19 Billion RIA

" The Colony Group “has acquired 15 firms since 2012, helping grow its assets under management to $19 billion in the process.” Michael Nathanson, Chair and Chief Executive Officer, shares...

Curated by Colony | April 19, 2022

A Note to Our Clients About Cybersecurity

" Whether due to the geopolitical conflict or just a sign of the times, cyber-experts worldwide are recommending enhanced caution around individuals’ cyber-presence. At The Colony Group, we want to...

Her Wealth | March 17, 2022

Thoughts on Gender Diversity, Equity, and Inclusion at The Colony Group

" During Women’s History Month, it seems natural to reflect upon how we are doing with respect to gender diversity and empowering women at The Colony Group. In my role,...

Curated by Colony | November 12, 2021

Back to School Essentials: Empower Your Student to Reach Their Full Potential – Webinar Recording

" Throughout a student’s educational journey, they may encounter periods of transition, changes to the learning environment, or managing extracurricular activities. It’s common for them to experience bumps along the...

Curated by Colony | October 7, 2021

From Health to Family to Career Advice, this RIA Offers It

" As Appeared in Rethinking65. Wealth advisors who have long-standing relationships with clients and their families do not take it for granted that clients share extremely personal and intimate details...

Curated by Colony | August 31, 2021

Leading RIA Adds Array of Life-Enrichment Services

" As appeared in Rethinking65. When The Colony Group, a Boston-based national financial advisory, wealth and business management firm with more than $13 billion in regulatory assets under management recently...

Curated by Colony | August 12, 2021

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...

Curated by Colony | July 30, 2021

How To Plan for Tomorrow’s Cybersecurity Challenges – Workshop Series Recordings

" The global pandemic has accelerated our dependence on our devices — working from home, shopping online, and holding virtual hangouts with friends and family — all in effort to...

Curated by Colony | July 12, 2021

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...

Curated by Colony | June 14, 2021

How to Secure Your WI-FI Router and Protect Your Home Network

" Cybercriminals target home internet systems because they are easy to hack and give the hacker access to vast amounts of information. They can skulk and use intelligent software to...

Creating Wealth | June 9, 2021

The Dimensions of Wealth: Influencing Your Financial Path

" 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...

Curated by Colony | May 10, 2021

Apple Had a Major Privacy Update. Here’s What You Can Do About It

" Protecting our privacy and personal information is becoming essential for security and safety in today’s increasingly digital world. This April, Apple broke from Big Tech’s overreaching data collection profit...

Curated by Colony | December 10, 2020

Getting Back to Healthy Basics: The 6 Pillars of Health – Webinar Recording

" In our latest Live Well and Thrive in 2020 webinar, we invited Jen Meister, Wellness and Lifestyle Coach with more than a decade of experience teaching ambitious individuals how to reclaim...

Curated by Colony | November 19, 2020

How to Live and Lead on Purpose Through Conscious Leadership – Webinar Recording

" With our familiar work and life routines disrupted by the pandemic, many people are taking this time to reexamine and reboot their lives and careers. In our latest Live Well...

Curated by Colony | September 23, 2020

Get Ready for the Future of Advice

" The Colony Group launched a novel life-enrichment platform to complement and enhance our core wealth and business management platforms. We are offering our clients an entirely new type and...

Curated by Colony | September 16, 2020

The Colony Group Expands Services to Meet Clients’ Needs Beyond Wealth and Business Management

" Bespoke offering addresses clients’ health and wellness, cybersecurity and other lifestyle needs The Colony Group, a national wealth and business management company, today announced the launch of Curated by...

Curated by Colony | September 14, 2020

College Admissions: How to Navigate the Process During COVID-19 – Webinar Recording

" In the best of years, anxiety can run high for parents and their high school children as they begin applying to their top college choices. Now that our routines...

Her Wealth | August 30, 2019

Essential Documents Your Young Adult Children Should Sign

" These must-have forms are critical to protect your right to help your child in the event of an emergency

Her Wealth | August 19, 2019

529 Plan Survival Guide: What College Expenses Are Qualified and Other Need-To-Know Facts

" As parents and their children prepare for the fall semester of college, one of the most frequently asked questions we get is about their college 529 funds—specifically what they...

Her Wealth | July 4, 2019

How to Tap Your 529 College Plan To Pay For Education Expenses

" Learn what the changes to the 529 college plan are and what college expenses are allowed with this quick guide.

Her Wealth | April 18, 2019

WTOP Interview: 5 Unwelcome Tax Surprises That Might Affect You

" 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...

Her Wealth | March 19, 2019

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

" LISTEN NOW! Whether you are a professional athlete or a successful professional, we all need to plan for retirement.

Her Wealth | March 19, 2019

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

" There are parallels between how pro athletes and the rest of us need to approach retirement. Find out what they are!

Her Wealth | March 19, 2019

WTOP Interview: Tax Tricks and Treats: Are You Ready for the Grim Tax Reaper?

" LISTEN NOW! Here's what you should know about the new tax law changes and how to reap the benefits.

Her Wealth | March 19, 2019

WTOP Interview: How Your Company Benefits Can Protect Your Financial Plan

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

Her Wealth | March 19, 2019

WTOP Interview: Top Financial Planning Trends for 2019

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

Her Wealth | March 14, 2019

4 Steps to Build Your Financial Plan from Vision to Reality

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

Her Wealth | March 11, 2019

WTOP Interview: How to Give to Family and Friends — and Avoid Gift Taxes

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

Her Wealth | March 6, 2019

4 Questions to Ask to Maximize Your Life Insurance Benefits

" Life insurance is there to financially protect your loved ones. Use these tips to maximize your life insurance benefits.

Her Wealth | March 4, 2019

WTOP Interview: How to Use An IRA Giving Strategy To Increase Tax Benefits

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

Her Wealth | March 4, 2019

Reset Your Financial Goals by Avoiding These Roadblocks

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

Her Wealth | March 4, 2019

Tips for Investors When Stock Markets Get Wonky

" Tips for investors when stock markets get wonky. We lay out a plan of action to keep it all in check.

Her Wealth | March 4, 2019

Top Books to Grow Your Financial Literacy and Wealth

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

Her Wealth | March 4, 2019

Top Financial Planning Trends for 2019

" Learn what are the top financial planning trends that could affect your personal finances in 2019.

Her Wealth | March 4, 2019

WTOP Interview: Weighing the Costs and Need for Long Term Care Insurance

" LISTEN NOW! Given the rising costs of care, it's essential that you know the costs and needs for long term insurance.

Her Wealth | March 4, 2019

WTOP Interview: How to Include Valuable Art and Collectibles in Your Estate Plan

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

Her Wealth | February 28, 2019

WTOP Interview: Family Offices Are Not Just for the Super Wealthy Anymore

" LISTEN NOW! Family offices were once reserved for the ultra-wealthy, now they're accessible to all professionals.

Her Wealth | February 26, 2019

WTOP Interview: The Pros and Cons of Hybrid Long-Term Care Insurance

" LISTEN NOW! Consider these factors when you are deciding whether or not to purchase long-term care insurance.

Her Wealth | February 22, 2019

WTOP Interview: 5 Uncommon Ways to Use a Home Equity Line of Credit

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

Her Wealth | February 22, 2019

WTOP Interview: How ABLE Accounts Support Special-Needs Children and Their Families

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

Her Wealth | February 22, 2019

How ABLE Accounts Support Special-Needs Children and Their Families

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

Her Wealth | February 22, 2019

How to Include Valuable Art and Collectibles in Your Estate Plan

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

Her Wealth | February 21, 2019

Are you ready for 8,000 days in retirement? Part II

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

Her Wealth | February 21, 2019

5 Facts Widows Need to Know About Inheriting Traditional IRAs From Their Spouse

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

Her Wealth | February 21, 2019

Want Equal Pay Day To Go Away? Have More Women on Corporate Boards

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

Her Wealth | February 21, 2019

6 Ways Fathers Can Build Healthy Money Habits in Their Children

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

Her Wealth | February 21, 2019

WTOP Interview: Are you ready for 8,000 days in retirement? Part II

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

Her Wealth | February 21, 2019

WTOP Interview: 15 Ways to Define and Achieve Financial Freedom

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

Her Wealth | February 21, 2019

6 Common Questions Newly Widowed Spouses Face – Part I

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

Her Wealth | February 21, 2019

15 Ways to Define and Achieve Financial Freedom

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

Establishing Financial Independence | February 21, 2019

5 Questions a Financial Advisor Should Ask You

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

Her Wealth | February 21, 2019

Ethical Wills – The Modern Practice of an Ancient Tradition

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

Her Wealth | February 21, 2019

How Your Company Benefits Can Protect Your Financial Plan

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

Her Wealth | February 21, 2019

WTOP Interview: How to Tap Your 529 College Plan To Pay For Education Expenses

" LISTEN NOW! Paying for college: tips on tapping your kids' college savings without taking a financial hit.

Her Wealth | February 21, 2019

WTOP Interview: The Truth About Taxes in Retirement

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

Her Wealth | February 21, 2019

Weighing the Costs and Need for Long Term Care Insurance – Part I

" Baby boomers, learn to plan for long-term care insurance - its costs, coverage options, and insurance policy.

Her Wealth | February 21, 2019

Creating a Fearless Financial Plan for Retirement

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

Her Wealth | February 21, 2019

3 More Questions Newly Widowed Spouses Face

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

Are You Ready for 8,000 Days or More In Retirement? Part I

" Navigate the 8,000 days of retirement and get ready to explore each phase using these tips and resources.

Her Wealth | February 20, 2019

WTOP Interview: 4 Ways the Kiddie Tax Can Work for You and Your Family

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

Her Wealth | February 20, 2019

WTOP Interview: Financial Sanity for the Sandwich Generation

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

Her Wealth | February 20, 2019

Financial Sanity for the Sandwich Generation

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

Her Wealth | February 20, 2019

WTOP Interview: 3 More Questions Newly Widowed Spouses Face

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

Her Wealth | February 20, 2019

The Pros and Cons of Hybrid Long-Term Care Insurance

" Weighing the pros and cons of hybrid Long-Term Care (LTC) insurance is essential to retirement planning.

Her Wealth | February 20, 2019

WTOP Interview: 6 Common Questions Newly Widowed Spouses Face – Part I

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

Her Wealth | February 20, 2019

WTOP Interview: 5 Questions A Financial Advisor Should Ask You

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

Her Wealth | February 20, 2019

5 Reasons to Consider a Special Needs Trust

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

How to Use An IRA Giving Strategy To Increase Tax Benefits

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

Alimony May Still Offer a State Tax Deduction

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

Her Wealth | February 13, 2019

Getting and Keeping the Credit (Score) You Deserve

" Regardless of your level of wealth maintaining good credit can have a dramatic impact on the quality of your life.

Her Wealth | February 11, 2019

12 Reasons Women Need to Close the Financial Literacy Gap

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

Her Wealth | February 11, 2019

5 Uncommon Ways to Use a Home Equity Line of Credit

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

Her Wealth | February 11, 2019

Your 12-Month Plan to Take Control of Your Wealth

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

Her Wealth | November 21, 2018

Family Offices Are Not Just for the Super Wealthy Anymore

" Find out if a family office is right for you to manage your family wealth, and what to consider when you choose one.

Her Wealth | October 17, 2018

Social Security Claiming Strategies Women Can’t Afford to Overlook

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

Her Wealth | October 7, 2018

WTOP Interview: 12 Reasons Women Need to Close the Financial Literacy Gap

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

Her Wealth | August 15, 2018

WTOP Interview: 6 Ways Fathers Can Build Healthy Money Habits in Their Children

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

Her Wealth | August 14, 2018

4 Ways the Kiddie Tax Can Work for You and Your Family

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

Her Wealth | August 9, 2018

WTOP Interview: Top Travel Tips for The Empowered Female Traveler

" LISTEN NOW! Here are some important travel tips if you're thinking of traveling internationally solo.

Her Wealth | July 7, 2018

WTOP Interview: 7 Common Mistakes to Avoid When Naming Your Beneficiaries

" LISTEN NOW! Naming your beneficiary is a big decision, yet most of us may give it little or no consideration at all.

Her Wealth | July 7, 2018

WTOP Interview: 3 Costly Social Security Mistakes

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

Her Wealth | July 7, 2018

WTOP Interview: Social Security Claiming Strategies Women Can’t Afford to Overlook

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

Her Wealth | July 7, 2018

WTOP Interview: 5 Facts Widows Need to Know About Inheriting Traditional IRAs From Their Spouse

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

Her Wealth | June 29, 2018

WTOP Interview: Are You Ready for 8,000 Days or More in Retirement? Part I

" LISTEN NOW! Instead of looking at retirement as an end, consider a new retirement story that lasts 8,000 days.

Her Wealth | June 28, 2018

Top Travel Tips for the Empowered Female Traveler

" Whether you are a solo or seasoned traveler, consider these top travel tips to stay safe on the road.

Her Wealth | June 18, 2018

WTOP Interview: Are Donor Advised Funds Right for Your Charitable Giving?

" LISTEN NOW! Donor Advised Funds offer many of the benefits of a private foundation without the headache.

Her Wealth | June 15, 2018

Breaking Down the Barriers Between Women and Financial Success

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

Her Wealth | June 7, 2018

WTOP Interview: Should You Invest in Alternative Investments

" LISTEN NOW! Alternative investments are not intended to replace your entire portfolio, but to add diversification.

Her Wealth | June 5, 2018

5 Common Divorce Mistakes To Avoid

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

Her Wealth | May 24, 2018

WTOP Interview: 3 Questions Every Trustee Needs To Ask About Being A Trustee

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

Her Wealth | May 24, 2018

WTOP Interview: Living Together After 50: Are You Ignoring The Biggest Financial Risks?

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

Her Wealth | May 24, 2018

WTOP Interview: Family Money Talks To Have in 2018 & 5 Tips To Make Them Successful

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

Her Wealth | May 24, 2018

WTOP Interview: A Closer Look at the Tax Bill Changes: What It Means for Your Taxes

" LISTEN NOW! Everything you need to know about the new tax bill starting in 2018 and how it can affect your finances.

Her Wealth | May 24, 2018

WTOP Interview: 5 Steps to Maximize the Value of Your Healthcare Plan

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

Her Wealth | May 24, 2018

WTOP Interview: Year end Tax Planning in a Year of Uncertainty

" LISTEN NOW! As Congress works on tax reform legislation, there are many things you can do to reduce your 2017 tax...

Her Wealth | May 24, 2018

WTOP Interview: Boost Retirement Savings and Reduce Taxes with Catch -Up Contributions

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

Her Wealth | May 23, 2018

WTOP Interview: Uncovering the Risk of Investing Too Conservatively

" LISTEN NOW! All investing involves some level of risk. Here are some misconceptions about low-risk investments.

Her Wealth | May 22, 2018

WTOP Interview: Black Friday car deals: Know the pros and cons of leasing or buying a car

" LISTEN NOW! To get the best deal, consider the pros and cons of leasing or buying a car before heading to the...

Her Wealth | May 22, 2018

WTOP Interview: Mutual Fund Fees: How To Know What You Are Paying For And Why

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

Her Wealth | May 22, 2018

WTOP Interview: 7 Things You Need to Know About Health Savings Accounts

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

Her Wealth | May 22, 2018

WTOP Interview: Deciding where to live during and after a divorce

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

Her Wealth | May 3, 2018

WTOP Interview: 4 Steps to Practicing Intentional Wealth

" LISTEN NOW! Building and sustaining wealth requires having a clear direction and taking action throughout the year.

Her Wealth | April 24, 2018

7 Questions to Ask When Taking Control of A Trust

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

Her Wealth | March 26, 2018

Top 5 Planning Tips When Selling A Business

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

Her Wealth | March 15, 2018

WTOP Interview: How To Talk To Your Mate About Retirement

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

Her Wealth | March 15, 2018

3 Costly Social Security Mistakes

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

Her Wealth | March 6, 2018

Her Wealth’s Top 10 Books to Know and Grow Your Wealth

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

Her Wealth | February 21, 2018

7 Common Mistakes to Avoid When Naming Your Beneficiaries

" Should something happen to you or your spouse, are you sure that your assets will go to the right beneficiaries?

Her Wealth | February 21, 2018

Deciding where to live during and after a divorce

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

Her Wealth | January 30, 2018

Should You Invest in Alternative Investments?

" Learn what alternative investments are and how they may be able to add more diversification to your portfolio.

Her Wealth | January 24, 2018

5 Steps to Maximize the Value of Your Healthcare Plan

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

Her Wealth | January 3, 2018

Family Money Talks To Have In 2018

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

7 Things You Need to Know About Health Savings Accounts

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

Her Wealth | December 5, 2017

Boost retirement savings and reduce taxes with Catch-Up contributions

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