After several delays, the IRS has issued final regulations with respect to required minimum distributions (RMDs) on inherited IRAs. The Colony Group’s Sean Kelly, Director, Tax Services shares what you need to know before this regulation becomes effective in 2025. #tax #taxpayers #beneficiaries #cash
The Colony Group
Financial Services
Boston, Massachusetts 7,705 followers
Discover the power of a relationship designed to create more possibilities for your life.
About us
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients’ financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
- Website
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http://www.thecolonygroup.com
External link for The Colony Group
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Wealth Management, Investment Management, Corporate-Sponsored Financial Counseling, Retirement Planning, Tax Planning, Estate Planning, Risk Management, Philanthropic Planning, Cash-Flow Planning, Education Planning, Family Office, Business Management, Life Enhancement Services, and Institutional
Locations
Employees at The Colony Group
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Shellie Kurek Peters, CFP®, ChFC®, CAP®
Principal & Senior Wealth Advisor at The Colony Group
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Lori Stanger, CFP®
Associate Wealth Advisor at The Colony Group
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Frank Brochin
Chief Investment Officer - Family Office Practice
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Nadine Gordon Lee
Managing Director & President, Colony Family Office
Updates
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How are your finances affected by divorce? TCG’s Kristina Kadeli Saunders, CIMA®, CFP®, and Susan Miller discuss what could be considered “mistakes” if you don’t address these. #budgeting #assets #divorce Tune in now. https://lnkd.in/ejDzfe9C
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In this episode of Seeking the Extraordinary, sponsored by Her Wealth, The Colony Group’s Dawn Doebler MBA, CPA (MD), CFP®, CDFA™ interviews colleague Indrika Arnold, MSFP, CFP®, who is no stranger to stepping out of her comfort zone. Click below to listen as Indrika shares her story, "Turning Challenges into Confidence." #podcast #herwealth #STE #womeninfinance #seekingtheextraordinary Full episode here: https://lnkd.in/eVmiKSi9
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When it comes to #college admissions, tutoring #students of all ages, #education consulting, and executive leadership/career coaching, #TCG helps clients achieve personal and professional goals. Through our Curated by Colony™ program, clients have access to our expertly curated selection of third-party service providers in many areas, including education. Click below to read more about how we manage beyond money. #learning #travel #cybersecurity #wellness #lifestyle #finance #wealthmanagement
Curated By Colony - The Colony Group
thecolonygroup.com
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We are thrilled to announce that The Colony Group, Buckingham Strategic Wealth, and InterOcean Capital Group, LLC were all named on this year’s CityWire’s Fastest Growing RIAs Across America list! Read the announcement here: https://lnkd.in/dVCSNSCz #team #award #wealthmanagement CityWire’s Fastest Growing RIAs 2024 was published in August 2024 based on data collected by CityWire from public ADVs each calendar year. No fee was paid for inclusion on this list.
The Colony Group Named on Citywire’s Fastest Growing RIAs Across America 2024 List - The Colony Group
https://www.thecolonygroup.com
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Are you a young professional looking to secure your financial future? It’s never too early to start saving for retirement! TCG's Research Associate, Cassidy Orr shares strategies to set you on the path to financial independence. Start planning for your retirement early and watch your savings grow! #retirementplanning #financialindependence #smartsavings #yourwealth #financialplanning
Tips for Young Adults on Saving for Retirement Early - The Colony Group
https://www.thecolonygroup.com
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We're always seeking the extraordinary. Join our team. #hiring #career #talent #culture #jobs https://lnkd.in/eWA8fUtH
Careers - The Colony Group
https://www.thecolonygroup.com
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TCG's Retirement Plan Advisor Giancarlo Plati, CIMA®, CRPS® shares three things you should know about your 401k savings. Check out the video below. #income #save #investing #stocks #longterm
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Debra Brede of D.K. Brede Investment Management | The Colony Group was recently named to the “Top Women Financial Advisors 2024” list by Barron's! Read about this recent recognition and her journey to becoming a financial advisor here https://lnkd.in/erc4cxRT. #wealthmanagement #financialadvisor Debra Brede received the award in July 2024 for the twelve months ending 03/31/24. Although a fee was not paid to be considered for this award, a fee was paid to Barron’s to promote the award.
Debra Brede of D.K. Brede Investment Management | The Colony Group Named to the “Top Women Financial Advisors 2024” List by Barron’s - The Colony Group
https://www.thecolonygroup.com
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In a prior edition of TCG Perspectives, Institutional Advisory Practice Chief Investment Officer, Pierson Friend launched a two-part series discussing risk evaluation considerations. While Part I focused on risk at the portfolio level, Part II of this series takes a deeper dive into risk at the manager level. Learn more here: https://lnkd.in/eWhn3vTB #riskmanagement #risktolerance #portfoliorisk #volatility #investmentobjectives #investmentstrategy #OCIO #institutions #foundations #endowments
Defining Risk at the Manager Level (Part II) - The Colony Group
https://www.thecolonygroup.com