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Financial Struggles of Losing a Loved One
Losing a loved one, unfortunately, comes with more than just heartbreak. There are a series of financial struggles that surviving loved ones will have to
8 Strategies To Make Your Retirement Money Last
Why people want to make retirement money last differentiates from person to person. Some want to travel and enjoy grand experiences while others want to
5 Lessons from Female CEOs
Although more women are being seen in senior management positions, we still see significant disparities. For every company run by a woman, there are almost
Implications of 2021’s “Great Resignation”
In 2021, the United States faced what is being called the “Great Resignation.” Weforum.org describes it simply as “a phenomenon that describes record numbers of
The Difference Between an HSA and HRA. Which One is Right for You?
The average annual healthcare expense per individual rises from roughly $2,000 for 19-year-olds to about $11,000 for retirees (age 65+), according to healthsystemtracker.org. As Americans
Ten Tips for Getting the Best Deal on Your New Car
Outside of buying a home, buying a car is up there as one of the larger purchases we make in our lifetime. It should not
The Major Differences Between the Stock Market and the Economy
When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the stock
How We’re Helping Successful Women Build Financial Security, In Spite of a System That’s Stacked Against Them
Mark Colgan, co-founder of Montage Wealth Management, launches MarkColgan.Co to reveal his focus on helping successful women forge a clear path to financial independence. I
8 Reasons Why Financial Plans Fail (and What to Do About It)
By Mark Colgan, CFP® “Deciding what not to do is as important as deciding what to do.” — Steve Jobs (1) This may be hard
How I Help Surviving Spouses Create a Positive Financial Future
By Mark Colgan, CFP® In the aftermath of a spouse’s death, many surviving spouses experience periods of financial worry and uncertainty. In addition to dealing
Enjoy More of What You Love
By Mark Colgan, CFP® When it comes to managing finances, many successful people struggle with financial doubt. There’s an overwhelming amount of information at their
The 7 Biggest Mistakes You Can Make With Life Insurance Policies
By Mark Colgan, CFP® Most commonly, life insurance is utilized as a safety net against financial hardship. In the event of an expected or unexpected
