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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, November 20, 2019

Financial mistakes can occur throughout your lifetime. Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way to avoid financial mistakes, and those plans...

 

Wednesday, November 13, 2019

Market volatility has the potential to erode your net worth. You can take steps now to help insulate your wealth against future market fluctuations. Market volatility stirs the emotions. It’s hard not to react when markets make...

 

Wednesday, October 23, 2019

Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit from planning your post-work life as early as possible. According to Gallup, the...

 

Wednesday, September 4, 2019

Most couples don't agree on everything. When it's minor stuff, like which movie to see or what color to paint the living room, it can be easy to reach a compromise. But when couples disagree on money issues, compromising can be a lot...

 

Monday, August 26, 2019

Your retirement plan may offer you several options for managing your retirement plan assets when you change jobs or retire. Understanding these choices will help you narrow down your choices. Your Options Following are the options that...

 

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Wednesday, August 21, 2019

Creating a solid financial foundation can help investors stay focused no matter how the markets are performing. When the markets and the economy are behaving badly, as they tend to do from time to time, it's easy to feel helpless. But...

 

Wednesday, August 14, 2019

Market timing is an investing strategy in which the investor tries to identify the best times to be in the market and when to get out. A big risk of market timing is missing out on the best-performing market cycles; missing even a few...

 

Wednesday, August 7, 2019

Retiring in a foreign country is a dream shared by thousands of Americans. Yet the number who actually pack their bags and cross the border to enjoy a life of leisure in a foreign country is difficult to gauge -- neither the U.S....

 

Wednesday, July 31, 2019

The advent of 401(k) and other qualified employer-sponsored retirement plans has been a boon for those seeking to save for retirement while reducing their current tax bite. But for the growing numbers of individuals earning over $100...

 

Wednesday, July 10, 2019

Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment representative? Have you built the same kind...

 

Wednesday, June 26, 2019

Waiting in a winding airport security checkpoint line is just one of many potential headaches today's travelers experience. In order to help ease the stress of traveling, review guidance from the officials who oversee our nation's...

 

Wednesday, June 19, 2019

One of the first steps in planning for retirement is to get an accurate read on just how much income you can expect to receive from Social Security. The exact amount of your Social Security benefit will depend upon your earnings...

 

Monday, May 20, 2019

Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there's another side to 529 plans that may appeal to you -- potential estate planning benefits.1 First, a Few Basics To...

 

Wednesday, May 15, 2019

Whether you are applying for a credit card, car loan or mortgage, your credit score is critical in determining if you can get the credit, how much you can get and what you’ll pay for it. What Is a “Good” Credit Score?...

 

Wednesday, May 8, 2019

Who needs a pyramid scheme or a crooked money manager when you can lose money in the stock market all by yourself? If you want to help curb your loss potential, avoid these 10 practices: Go with the herd. If everyone else is buying it,...

 

Monday, April 8, 2019

Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes, your...

 

Monday, April 1, 2019

Tax season is an ideal time to review your retirement savings accounts to ensure that you are maximizing tax-advantaged investment opportunities, making the most of your contributions and reviewing your investments to determine if your...

 

Monday, March 25, 2019

The federal estate tax exemption for 2019 is a whopping $11.4 million -- and twice that for a married couple. It is estimated that only 1,900 estates will be subject to the tax in 2018 -- less than 0.1% of the 2.7 million expected...

 

Monday, March 18, 2019

Cash flow is king when thinking about your financial future Cash flow is like the water in the moat surrounding a successful retirement. It ís an essential element of financial planning that can help you defend your castle...

 

Monday, March 11, 2019

Millions of Americans fall victim to identity theft each year. What can you do to help reduce your chances of having your identity stolen? The steps below can help you prevent significant losses: Check your credit reports every year....

 

Monday, March 4, 2019

Buy low and sell high. It sounds so easy. Surely anyone who follows the market’s latest gyrations and stays abreast of economic and earnings news can anticipate and capitalize on these movements, right? Wrong. In fact, as history...

 

Monday, February 25, 2019

American workers change jobs fairly frequently. The decisions you make about how to manage retirement assets when changing jobs can have a direct impact on your future financial health. "Cashing out" retirement plan assets can expose...

 

Tuesday, February 19, 2019

One of the first things any business owner needs to consider is how to protect against events that may threaten the future of the business. Life insurance policies are commonly used to fund agreements for transferring ownership...

 

Monday, February 11, 2019

How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money for a comfortable retirement or just scrape by. Many Americans do not realize that one of the greatest threats to their...

 

Monday, February 4, 2019

The history of Valentine’s Day–and the story of its patron saint–is shrouded in mystery. We do know that February has long been celebrated as a month of romance, and that St. Valentine’s Day, as we know it today...

 

Monday, January 28, 2019

In the sports world, a mental error can cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk. Mistakes often result from letting misconceptions and emotions affect your decisions...

 

Monday, January 21, 2019

When retirement’s on the horizon, there are many financial issues covered here that you'll want to consider. Before mapping your retirement financial strategy, it’s important to figure out how much retirement income you may...

 

Monday, October 29, 2018

For those that have been watching the market gymnastics over the last few weeks, I am sure there a lot of questions as to the cause(es). Anytime the market goes through some rough patches, there are many proclaimed experts that weigh...

 

Tuesday, September 4, 2018

Here are ones that you hear frequently: “A stitch in time saves nine” “A rolling stone gathers no moss” “A bird in the hand is worth two in the bush” “Actions speak louder than words”...

 

Monday, August 20, 2018

Our traditional BBQ & Bluegrass is now Grits, Hits & Gratitude: An Evening of Southern Fare & Merging Blue. Annually in the Fall we invite friends, clients, and professional partners to our appreciation event. We serve scrumptious...

 

Monday, February 26, 2018

I was skimming through the plethora of February Holidays which number over 40 if you can believe that! Some we are familiar with, i.e. Valentine’s Day, Ash Wednesday, Groundhog Day, and many that I bet we are not: National Eat...

 

Monday, November 27, 2017

ISN’T IT WONDERFUL?! More activity, heavier traffic, full parking lots, disgruntled shoppers in a hurry, long lines at the stores, children out of school, too much to do and not enough time! I hear it often this time of year as...

 

Monday, November 20, 2017

Many of the clients of Elder Care Attorneys create trusts to either avoid probate or protect assets for numerous reasons. And once you have created a trust the next step is “funding” the trust. This simply means...

 

Monday, September 4, 2017

In November, 2016, I wrote a Blog titled The Urgent Can Drown Out The Important, and the crux of that post was not to let life’s busy-ness prevent us from focusing on what is important. Here is a segment from that post:...

 

Monday, July 17, 2017

While my wife and I were recently on vacation in California we decided to drive down to Newport Beach to check out a car that was just what I wanted - my dream car! And it was very reasonably priced relative to others I had researched...

 

Monday, July 10, 2017

This summer our youngest son, Lucas, for the first time attended a 2-week camp in Branson, Missouri called Kamp Kanakuk. Kanakuk is a Christian camp that’s been in operation since 1926. He had an amazing experience. My wife and I...

 

Monday, June 19, 2017

We have all heard it before: “If you don’t succeed the first time, try, try again”; or “if you get knocked down, you must get back up”; or íf you fall off your horse, you need to get right back on...

 

Monday, May 8, 2017

Recently, Secretary of the Treasury, Steve Mnuchin and President Trump’s chief economic advisor and Director of the National Economic Council, Gary Cohn, outlined President Trump’s proposed corporate and individual tax...

 

Monday, May 1, 2017

Most successful business owners create substantial value in their businesses, yet many are still not achieving their most important goals. Why? They are not using the key tactics that will enable them to build significant wealth...

 

Monday, April 24, 2017

Earth Day has inspired us to remind you, we can embrace the digital world together. We can take action and find ways to do our part to build a more sustainable environment. As we move through this digital journey together, it’s...

 

Monday, April 17, 2017

One of my key words has always been “SIMPLIFY”! In my career I have had the opportunity to lead organizations through significant change, and it never ceased to amaze me how complexity can become so pervasive over time. I...

 

Monday, April 10, 2017

A recent, nationwide survey of approximately 1,000 adults found that 86% of those surveyed indicated they are experiencing stress relating to their finances.[1] Why is this important? According to that same survey, nearly half of those...

 

Monday, March 13, 2017

Remember those times when parents and family said that you should be a doctor. My siblings and I heard that suggestion quite frequently from our Mom and Dad. Thinking back on those times makes me wonder why that was so important to...

 

Monday, January 16, 2017

I'm so proud to be working alongside this team of highly competent and caring professionals! We truly believe that our work is our opportunity to show the love of Jesus to those we serve professionally through excellence and friendship...

 

Monday, January 2, 2017

I am not one to try to recreate the wheel, and when I come across something that communicates a message better than I can myself I will utilize it accordingly. It is human nature for us to want to have all the answers, and to consider...

 

Monday, December 12, 2016

Thank God for the natural world that we live in. This giant sequoia named The President stands at 247 feet tall and is estimated to be over 3,200 years old. The trunk of this tree measures at 27 feet across, with 2 BILLION needles from...

 

Monday, November 28, 2016

Is life busy? Is there too much to get done and not enough time? Two common questions that plague many of us, and the Christmas Season makes it all the more hectic. Isn’t this supposed to be the time to celebrate, be thankful,...

 

Monday, October 24, 2016

November is National Adoption Month, and I thought it might be appropriate to recognize the challenges faced by adoptive parents, the high incidence of unwanted pregnancies, and the blessings that are possible for adopted children. My...

 

Monday, October 3, 2016

A few weeks ago my daughter was driving home from college when she was side-swiped by a truck pulling a trailer. She was fine - no injuries, just shaken up. The guy never stopped, so it was a hit-and-run. Of course we reported it to...

 

Monday, September 26, 2016

1492, He sailed the oceans blue... How many of you remember the significance of that year, or the phrase that sometimes provided the reminder when you had to take that history exam and regurgitate memorized facts. That was the year...

 

Monday, September 5, 2016

Our firm is a Wealth Management Firm, so unlike many of our competitors, we offer much more than investment consulting and advice. As our relationship goes along we will consistently be bringing both financial and non-financial...

 

Monday, August 8, 2016

Whenever I drive into Nashville and see how the traffic keeps getting more and more congested I can’t help but be thankful that I work in Hendersonville only a few miles from my home. I first had the opportunity to open my office...

 

Monday, August 1, 2016

July was Family Reunion month, and coincidentally July 24th was Parents’ Day. I know that many of us feel that these special months and days were created by greeting card companies and there may be some truth to that. However,...

 

Monday, July 11, 2016

What is your Risk Score? Your Risk Score is like a speed limit. Some are comfortable driving 95 MPH and others not a hair over 45 MPH. At Collier Wealth Management we have a unique tool to help determine your unique Risk Score.

 

Monday, June 13, 2016

So what does Collier Wealth Management do for our clients? This video thoroughly explains our wealth management process in just over 3 minutes. Do you get this kind of value from your financial advisor or broker? If not, consider...

 

Monday, June 6, 2016

I experienced one of the worst days of my life when I witnessed a dear friend pass away on the golf course on May 21st. Just a few feet away from me, he collapsed, we administered CPR until the EMT’s and ambulance arrived, and he...

 

Wednesday, May 18, 2016

In June 2014 the Supreme Court ruled unanimously 9-0 to strip away the asset protection features of Beneficiary IRAs. What is a Beneficiary IRA? It is the type of IRA that a non-spouse inherits from an owner. Before this ruling,...

 

Monday, May 9, 2016

“Elections belong to the people. It’s their decision. If they decide to turn their back on the people and burn their behinds, then they will have to sit on their blisters.” – Abraham Lincoln We live in the...

 

Monday, April 18, 2016

Type 1 Diabetes is a terrible disease affecting over 3 million Americans. On Saturday night the Juvenile Diabetes Research Foundation (JDRF) held its annual Gala at the beautiful Omni Hotel in downtown Nashville. Paige and I were...

 

Monday, April 11, 2016

Have any of you chased a hot tip, or been impacted by fear and emotions, or thought you could time the market? Those are some of the reasons the average investor loses money. When you have FAITH that the market will go up over the long...

 

Monday, March 14, 2016

For those of you dealing with the challenges of aging parents, or for those of you who do not want to be a burden to your family in your senior years, there are options you may want to consider. Long Term Care is one of the single...

 

Wednesday, February 24, 2016

‘There’s an app for that’… I know it is a cheesy joke and Apple actually had the phrase trademarked, but I enjoy sharing helpful apps with my friends. My latest find is MileIQ. If you drive your car for...

 

Tuesday, February 16, 2016

In moving my 90 year old Mom to Tennessee from Ohio, I have learned a substantial amount in the way of retirement facilities, elderly challenges, personal insights, and the value of family and memories. It has been a challenge to say...

 

Monday, February 8, 2016

Have you ever been on an airplane and the captain said something like this? "Ladies and gentleman, this is your captain speaking. We'd like to ask that all passengers remain in their seats with their seatbelts fastened securely for...

 

Wednesday, February 13, 2013

Kevin and Collier Wealth Management were recently featured in Fairvue Lifestyle Magazine, a monthly publication for the residents of Fairvue Plantation in Gallatin, Tennessee. To Download a printable copy, click the link: Fairvue Article