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Saving & Retirement

Education Funding

  • The ABCs of 529 Plans
  • 529 Plans: The Ins and Outs of Contributions and Withdrawals
  • I have two children. Should I open one 529 account for both children or a separate account for each child?
  • Can I open a 529 plan account with a lump sum?
  • Estate Planning and 529 Plans
  • How Grandparents Can Help Grandchildren with College Costs
  • 529 Plans vs. Coverdell Education Savings Accounts
  • 529 Plans vs. Other College Savings Options
  • New Simplified FAFSA for 2024-2025

Social Security

  • Social Security Retirement Benefit Basics
  • Understanding Social Security
  • Social Security
  • Average Social Security Retirement Benefit Age 65 and Older
  • How Much Income Does Social Security Replace? (Dec)
  • Optimizing Your Social Security Retirement Benefits
  • Determining Eligibility for Social Security Benefits
  • Planning for Earned Income in Retirement
  • Timing Your Earnings in Retirement to Optimize Your Social Security Retirement Benefit
  • Social Security – Beware The Annual Earnings Limitation
  • Ten Things To Think About Before You Claim Social Security
  • Social Security: When Should You Claim Retirement Benefits?
  • If I delay receiving Social Security benefits, should I still sign up for Medicare at age 65?
  • Social Security Announces 2024 COLA
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Retirement Accounts

  • Will You Work Beyond Traditional Retirement Age? (Dec)
  • The Benefits of Tax-Advantaged Savings Vehicles
  • IRAs
  • Can I take money from my IRA without any penalty?
  • Roth IRAs
  • SIMPLE IRA Plans
  • Simplified Employee Pension Plans (SEPs)
  • Retirement Plans for Small Businesses
  • 401(k) Plans
  • Borrowing or Withdrawing Money from Your 401(k) Plan
  • Rolling Over Funds from an Employer Retirement Savings Plan: What You Need to Know
  • The Roth 401(k)
  • Roth IRA Basics
  • The Roth 403(b)
  • Converting or Rolling Over Traditional IRAs to Roth IRAs
  • Investing in Your HSA vs. Your 401(k)
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  • Home
  • About Colony
    • Our Values
    • Why Colony?
  • Our Team
  • Our Services
    • Wealth Planning
    • Investment Management
    • Fiduciary Services
    • Case Studies
  • Contact Us
  • News & Insights
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