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Michael Collie | May 13, 2025

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Michael Collie | May 6, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Michael Collie | Apr 29, 2025

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Michael Collie | Apr 22, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Michael Collie | Apr 15, 2025

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Michael Collie | Apr 8, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Michael Collie | Apr 1, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Michael Collie | Mar 25, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Michael Collie | Mar 18, 2025

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Michael Collie | Mar 11, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Michael Collie | Mar 4, 2025

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Michael Collie | Feb 25, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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Asheville, NC 28803

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Black Mountain NC 28711

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